+107.9%
PLXS vs VT
+76.6%
+31.4%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -7.1% |
| 7D | -13.6% | -0.3% | -13.3% | -13.3% |
| 30D | -24.3% | -1.4% | -22.9% | -22.5% |
| 3M | -25.3% | -1.4% | -23.9% | -23.5% |
| 6M | -21.3% | +5.5% | -26.7% | -26.5% |
| YTD | +40.6% | +12.8% | +27.8% | +19.1% |
| 1Y | +48.2% | +15.4% | +32.8% | +21.9% |
| All | +107.9% | +76.6% | +31.4% | -6.6% |
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 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