-50.0%
PLBL price history and return analytics
+20.3%
-70.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.2% |
| 7D | -5.3% | -0.1% | -5.2% | -5.2% |
| 30D | -5.0% | -3.1% | -1.9% | -3.5% |
| 3M | -9.2% | -3.5% | -5.7% | -7.5% |
| 6M | -27.6% | +0.5% | -28.0% | -26.9% |
| YTD | -51.1% | +10.8% | -61.9% | -49.7% |
| 1Y | -33.1% | +11.9% | -45.0% | -30.4% |
| All | -50.0% | +20.3% | -70.3% | -46.0% |
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 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