-49.2%
PLBL vs VT
+22.5%
-71.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.7% | -5.4% | -4.5% |
| 7D | 0.0% | -0.3% | +0.3% | +0.2% |
| 30D | -3.9% | -1.4% | -2.4% | -3.2% |
| 3M | -9.5% | -1.4% | -8.1% | -8.8% |
| 6M | -22.1% | +5.5% | -27.6% | -21.9% |
| YTD | -50.3% | +12.8% | -63.1% | -49.4% |
| 1Y | -32.0% | +15.4% | -47.4% | -29.3% |
| All | -49.2% | +22.5% | -71.7% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling