-61.8%
PLG price history and return analytics
+53.4%
-115.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.2% | +6.6% | +6.4% |
| 7D | +4.8% | -2.3% | +7.1% | +8.8% |
| 30D | -12.0% | -5.0% | -7.0% | -3.9% |
| 3M | -25.2% | -4.9% | -20.3% | -18.0% |
| 6M | -40.9% | -1.5% | -39.3% | -37.7% |
| YTD | -53.4% | +8.5% | -61.9% | -56.7% |
| 1Y | -41.8% | +11.4% | -53.2% | -47.5% |
| 3Y | +3.8% | +70.1% | -66.3% | -43.9% |
| All | -61.8% | +53.4% | -115.2% | -76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling