-42.0%
PLNT vs VT
+11.9%
-53.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | +0.1% | +2.9% | -2.8% | -0.7% |
| 30D | +26.8% | -2.5% | +29.3% | +27.7% |
| 3M | +24.6% | -3.3% | +28.0% | +26.0% |
| 6M | +21.5% | +1.5% | +20.0% | +19.5% |
| YTD | -44.5% | +11.4% | -55.9% | -47.2% |
| 1Y | -42.0% | +11.9% | -53.9% | -44.9% |
| All | -42.0% | +11.9% | -53.9% | -44.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling