+172.4%
PLNT vs VT
+224.5%
-52.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -4.6% | +0.4% | -5.1% | -5.1% |
| 30D | -10.1% | +1.0% | -11.1% | -11.3% |
| 3M | -0.9% | +2.4% | -3.3% | -4.6% |
| 6M | -37.5% | +12.0% | -49.5% | -46.4% |
| YTD | -53.1% | +15.3% | -68.4% | -61.5% |
| 1Y | -50.6% | +22.6% | -73.2% | -62.9% |
| 3Y | -17.5% | +74.7% | -92.2% | -62.9% |
| 5Y | -33.5% | +66.1% | -99.6% | -67.5% |
| All | +172.4% | +224.5% | -52.1% | -42.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling