-91.3%
PLCE price history and return analytics
+374.2%
-465.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.3% |
| 7D | +13.8% | +0.4% | +13.3% | +13.3% |
| 30D | +7.7% | +1.0% | +6.7% | +6.5% |
| 3M | -21.5% | +2.4% | -23.9% | -23.3% |
| 6M | -29.6% | +12.0% | -41.6% | -37.7% |
| YTD | -29.4% | +15.3% | -44.7% | -39.4% |
| 1Y | -47.2% | +22.6% | -69.8% | -57.2% |
| 3Y | -89.8% | +74.7% | -164.5% | -94.1% |
| 5Y | -96.7% | +66.1% | -162.8% | -97.9% |
| 10Y | -96.4% | +225.0% | -321.4% | -98.7% |
| All | -91.3% | +374.2% | -465.5% | -97.5% |
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