-47.6%
PLUL vs VT
+10.8%
-58.4%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.6% | -6.2% | -4.3% |
| 7D | +7.5% | -0.1% | +7.7% | +8.0% |
| 30D | +1.8% | -0.7% | +2.5% | +5.7% |
| 3M | -50.9% | +4.0% | -54.9% | -55.6% |
| 6M | -32.7% | +12.3% | -45.0% | -50.4% |
| All | -47.6% | +10.8% | -58.4% | -62.3% |
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