+1,268.3%
PLSE vs VT
+244.7%
+1,023.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.7% | +7.6% | +7.1% |
| 7D | +6.3% | -0.3% | +6.6% | +7.0% |
| 30D | +13.0% | -1.4% | +14.4% | +15.5% |
| 3M | +49.5% | -1.4% | +50.9% | +52.6% |
| 6M | +184.9% | +5.5% | +179.4% | +166.6% |
| YTD | +315.6% | +12.8% | +302.8% | +260.1% |
| 1Y | +255.3% | +15.4% | +239.9% | +199.5% |
| 3Y | +1,059.8% | +76.9% | +982.9% | +488.3% |
| 5Y | +147.1% | +60.4% | +86.7% | +43.3% |
| 10Y | +883.8% | +232.8% | +651.0% | +209.7% |
| All | +1,268.3% | +244.7% | +1,023.6% | +318.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling