+88.6%
PLRZ vs VT
+15.2%
+73.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -3.8% |
| 7D | +29.2% | -0.3% | +29.5% | +29.3% |
| 30D | +20.1% | -1.4% | +21.6% | +21.6% |
| 3M | +9.1% | -1.4% | +10.5% | +10.3% |
| 6M | -27.8% | +5.5% | -33.2% | -33.9% |
| YTD | +31.0% | +12.8% | +18.2% | +0.4% |
| 1Y | +88.6% | +15.4% | +73.2% | +32.9% |
| All | +88.6% | +15.2% | +73.4% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling