-94.8%
PLRX vs VT
+69.7%
-164.5%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -1.1% |
| 7D | -5.7% | -2.3% | -3.4% | -2.8% |
| 30D | -18.2% | -5.0% | -13.2% | -12.2% |
| 3M | -22.9% | -4.9% | -18.0% | -17.3% |
| 6M | -34.1% | -1.5% | -32.6% | -33.3% |
| YTD | -33.6% | +8.5% | -42.1% | -42.1% |
| 1Y | -47.1% | +11.4% | -58.4% | -55.7% |
| 3Y | -94.8% | +70.1% | -164.8% | -97.8% |
| All | -94.8% | +69.7% | -164.5% | -97.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling