+126.1%
PLX vs VT
+53.2%
+72.9%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.6% | -3.3% |
| 7D | -3.8% | -4.2% | +0.3% | -0.2% |
| 30D | -8.1% | -5.8% | -2.3% | -3.2% |
| 3M | +2.9% | -5.2% | +8.1% | +7.6% |
| 6M | +28.1% | +0.1% | +27.9% | +27.8% |
| YTD | +39.4% | +8.2% | +31.2% | +30.6% |
| 1Y | +5.5% | +10.1% | -4.7% | -2.5% |
| 3Y | +35.7% | +69.7% | -34.0% | -7.6% |
| 5Y | +126.1% | +53.4% | +72.8% | +86.1% |
| All | +126.1% | +53.2% | +72.9% | +86.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling