-99.5%
PLRZ vs VT
+40.3%
-139.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | 0.0% | -10.5% | -10.5% |
| 7D | -14.5% | +0.4% | -14.9% | -14.8% |
| 30D | -0.1% | +1.0% | -1.1% | -0.7% |
| 3M | -12.2% | +2.4% | -14.6% | -13.8% |
| 6M | -16.5% | +12.0% | -28.5% | -23.7% |
| YTD | +32.4% | +15.3% | +17.1% | +18.4% |
| 1Y | +75.1% | +22.6% | +52.5% | +52.9% |
| All | -99.5% | +40.3% | -139.9% | -99.9% |
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 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