+106.3%
PLGO vs VT
+79.4%
+26.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +3.3% | +0.4% | +2.8% | +3.0% |
| 30D | -0.9% | +1.0% | -1.9% | -1.6% |
| 3M | +19.0% | +2.4% | +16.6% | +16.8% |
| 6M | +31.7% | +12.0% | +19.7% | +21.1% |
| YTD | +31.3% | +15.3% | +15.9% | +17.6% |
| 1Y | +46.0% | +22.6% | +23.4% | +24.0% |
| 3Y | +82.7% | +74.7% | +8.0% | +15.2% |
| All | +106.3% | +79.4% | +26.9% | +31.6% |
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