-84.8%
PLUL vs VT
+8.2%
-93.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -0.6% | -16.1% | -14.3% |
| 7D | -17.8% | +2.9% | -20.7% | -26.1% |
| 30D | -42.2% | -2.5% | -39.7% | -33.3% |
| 3M | -74.6% | -3.3% | -71.3% | -69.2% |
| 6M | -91.4% | +1.5% | -92.9% | -90.6% |
| All | -84.8% | +8.2% | -93.0% | -87.4% |
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