-2.8%
PLG price history and return analytics
+69.4%
-72.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +8.2% |
| 7D | -3.7% | -4.2% | +0.4% | +5.5% |
| 30D | -19.5% | -5.8% | -13.7% | -7.8% |
| 3M | -30.9% | -5.2% | -25.6% | -21.4% |
| 6M | -40.8% | +0.1% | -40.9% | -39.2% |
| YTD | -56.4% | +8.2% | -64.6% | -60.6% |
| 1Y | -46.1% | +10.1% | -56.2% | -52.5% |
| All | -2.8% | +69.4% | -72.2% | -59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling