+307.6%
PLNT vs VT
+224.2%
+83.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +2.1% |
| 7D | +8.9% | -0.3% | +9.3% | +9.4% |
| 30D | +36.3% | -1.4% | +37.7% | +38.6% |
| 3M | +2.4% | -1.4% | +3.8% | +3.9% |
| 6M | -9.4% | +5.5% | -14.9% | -15.7% |
| YTD | -47.1% | +12.8% | -60.0% | -55.1% |
| 1Y | -37.2% | +15.4% | -52.6% | -48.4% |
| 3Y | +3.7% | +76.9% | -73.2% | -52.3% |
| 5Y | -37.8% | +60.4% | -98.2% | -66.9% |
| 10Y | +210.7% | +232.8% | -22.1% | -24.8% |
| All | +307.6% | +224.2% | +83.4% | +6.2% |
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