-62.0%
PLG vs VT
+57.9%
-119.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -11.0% | -1.6% | -9.4% | -8.5% |
| 30D | -23.0% | -2.5% | -20.5% | -19.3% |
| 3M | -24.8% | -1.3% | -23.5% | -22.3% |
| 6M | -45.2% | +3.1% | -48.3% | -46.3% |
| YTD | -58.9% | +10.9% | -69.8% | -63.1% |
| 1Y | -53.4% | +12.1% | -65.4% | -58.4% |
| 3Y | -10.2% | +73.9% | -84.1% | -53.2% |
| All | -62.0% | +57.9% | -119.8% | -77.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling