+814.4%
PLPC vs VT
+356.1%
+458.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | 0.0% | +11.7% | +11.7% |
| 7D | -10.8% | -1.6% | -9.2% | -9.2% |
| 30D | -25.7% | -2.5% | -23.2% | -23.4% |
| 3M | -13.0% | -1.3% | -11.7% | -11.1% |
| 6M | -6.6% | +3.1% | -9.7% | -7.4% |
| YTD | +51.0% | +10.9% | +40.1% | +39.4% |
| 1Y | +47.8% | +12.1% | +35.7% | +35.4% |
| 3Y | +171.8% | +73.9% | +97.9% | +62.7% |
| 5Y | +372.4% | +58.0% | +314.4% | +206.6% |
| 10Y | +700.6% | +225.5% | +475.1% | +154.3% |
| All | +814.4% | +356.1% | +458.3% | +106.6% |
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