+39.5%
PL price history and return analytics
+69.8%
-30.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | 0.0% |
| 7D | +10.0% | +2.4% | +7.7% | +5.4% |
| 30D | -2.3% | -1.5% | -0.8% | +1.7% |
| 3M | -44.2% | -4.1% | -40.1% | -38.3% |
| 6M | -66.1% | +0.6% | -66.7% | -64.9% |
| YTD | -30.0% | +11.0% | -41.0% | -40.3% |
| 1Y | +21.0% | +13.3% | +7.7% | -0.6% |
| 3Y | +516.5% | +73.4% | +443.1% | +163.6% |
| 5Y | +32.0% | +57.4% | -25.4% | -32.5% |
| All | +39.5% | +69.8% | -30.3% | -28.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling