-99.5%
PLRZ vs VT
+35.0%
-134.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +32.9% | -1.6% | +34.5% | +34.0% |
| 30D | +18.7% | -2.5% | +21.2% | +20.4% |
| 3M | +7.7% | -1.3% | +9.0% | +8.1% |
| 6M | -28.7% | +3.1% | -31.8% | -30.9% |
| YTD | +34.3% | +10.9% | +23.4% | +22.9% |
| 1Y | +91.8% | +12.1% | +79.7% | +74.3% |
| All | -99.5% | +35.0% | -134.5% | -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 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