+481.1%
PLBC price history and return analytics
+221.8%
+259.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +0.5% | +2.4% | -1.9% | -0.8% |
| 30D | +2.4% | -1.5% | +3.9% | +3.1% |
| 3M | -0.8% | -4.1% | +3.3% | +1.3% |
| 6M | +23.9% | +0.6% | +23.3% | +23.0% |
| YTD | +43.7% | +11.0% | +32.7% | +35.1% |
| 1Y | +51.4% | +13.3% | +38.0% | +40.7% |
| 3Y | +102.1% | +73.4% | +28.8% | +50.4% |
| 5Y | +95.3% | +57.4% | +37.9% | +52.1% |
| All | +481.1% | +221.8% | +259.4% | +284.0% |
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