-8.5%
PLG vs VT
+73.6%
-82.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -11.0% | -1.6% | -9.4% | -7.7% |
| 30D | -23.0% | -2.5% | -20.5% | -18.0% |
| 3M | -24.8% | -1.3% | -23.5% | -21.6% |
| 6M | -45.2% | +3.1% | -48.3% | -47.0% |
| YTD | -58.9% | +10.9% | -69.8% | -64.8% |
| 1Y | -53.4% | +12.1% | -65.4% | -60.4% |
| All | -8.5% | +73.6% | -82.1% | -63.8% |
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