-95.4%
PLRX vs VT
+53.2%
-148.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.1% | -0.2% | 0.0% |
| 7D | -5.1% | -4.2% | -0.9% | -0.9% |
| 30D | -20.8% | -5.8% | -15.0% | -15.6% |
| 3M | -22.3% | -5.2% | -17.0% | -17.7% |
| 6M | -32.6% | +0.1% | -32.7% | -32.9% |
| YTD | -33.1% | +8.2% | -41.3% | -38.7% |
| 1Y | -50.2% | +10.1% | -60.4% | -55.1% |
| 3Y | -94.9% | +69.7% | -164.6% | -96.8% |
| 5Y | -95.4% | +53.4% | -148.8% | -96.3% |
| All | -95.4% | +53.2% | -148.6% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling