-1.9%
PLG vs VT
+76.6%
-78.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.5% | +3.3% |
| 7D | -4.6% | -0.3% | -4.3% | -3.8% |
| 30D | -19.4% | -1.4% | -17.9% | -16.1% |
| 3M | -24.6% | -1.4% | -23.2% | -21.3% |
| 6M | -40.2% | +5.5% | -45.7% | -45.0% |
| YTD | -55.9% | +12.8% | -68.8% | -63.6% |
| 1Y | -47.7% | +15.4% | -63.2% | -58.3% |
| All | -1.9% | +76.6% | -78.4% | -62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling