+40.5%
PLX vs VT
+75.0%
-34.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +5.1% | +0.4% | +4.7% | +4.6% |
| 30D | +9.4% | +1.0% | +8.5% | +8.2% |
| 3M | +32.8% | +2.4% | +30.5% | +29.2% |
| 6M | -5.7% | +12.0% | -17.7% | -16.4% |
| YTD | +48.3% | +15.3% | +33.0% | +27.1% |
| 1Y | +67.9% | +22.6% | +45.3% | +36.4% |
| All | +40.5% | +75.0% | -34.4% | -31.5% |
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