+1,176.7%
PLSE vs VT
+252.4%
+924.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +11.9% | +0.4% | +11.5% | +11.2% |
| 30D | +40.5% | +1.0% | +39.5% | +38.9% |
| 3M | +97.6% | +2.4% | +95.2% | +92.1% |
| 6M | +194.1% | +12.0% | +182.1% | +153.9% |
| YTD | +287.8% | +15.3% | +272.4% | +226.2% |
| 1Y | +251.0% | +22.6% | +228.4% | +174.8% |
| 3Y | +1,042.5% | +74.7% | +967.8% | +488.5% |
| 5Y | +114.7% | +66.1% | +48.5% | +19.3% |
| 10Y | +964.8% | +225.0% | +739.8% | +226.2% |
| All | +1,176.7% | +252.4% | +924.4% | +278.6% |
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