+900.1%
PLPC vs VT
+224.5%
+675.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -1.4% | +0.4% | -1.8% | -1.9% |
| 30D | -15.5% | +1.0% | -16.4% | -16.3% |
| 3M | +5.9% | +2.4% | +3.6% | +4.6% |
| 6M | +56.1% | +12.0% | +44.1% | +40.9% |
| YTD | +93.2% | +15.3% | +77.9% | +69.5% |
| 1Y | +108.9% | +22.6% | +86.3% | +73.0% |
| 3Y | +138.1% | +74.7% | +63.4% | +39.6% |
| 5Y | +505.9% | +66.1% | +439.7% | +271.6% |
| All | +900.1% | +224.5% | +675.7% | +253.1% |
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