-49.0%
PLBL price history and return analytics
+24.6%
-73.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | -2.4% | +1.0% | -3.4% | -2.9% |
| 30D | -4.0% | -0.2% | -3.8% | -3.8% |
| 3M | -0.9% | +4.5% | -5.5% | -1.7% |
| 6M | -32.8% | +14.1% | -46.9% | -32.8% |
| YTD | -50.1% | +14.8% | -64.9% | -49.5% |
| 1Y | -46.1% | +21.2% | -67.3% | -43.7% |
| All | -49.0% | +24.6% | -73.6% | -45.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling