-50.1%
PLBL price history and return analytics
+17.8%
-67.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.2% |
| 7D | -0.4% | -2.3% | +1.9% | +0.9% |
| 30D | -5.1% | -5.0% | -0.2% | -2.7% |
| 3M | -9.6% | -4.9% | -4.8% | -7.3% |
| 6M | -24.6% | -1.5% | -23.1% | -23.2% |
| YTD | -51.2% | +8.5% | -59.7% | -49.3% |
| 1Y | -35.5% | +11.4% | -46.8% | -31.4% |
| All | -50.1% | +17.8% | -67.9% | -45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling