-43.2%
PLG price history and return analytics
+66.2%
-109.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +0.7% | +0.4% | +0.2% | 0.0% |
| 30D | +1.3% | +1.0% | +0.4% | 0.0% |
| 3M | -9.0% | +2.4% | -11.4% | -11.3% |
| 6M | -37.6% | +12.0% | -49.6% | -46.4% |
| YTD | -36.0% | +15.3% | -51.4% | -46.7% |
| 1Y | -6.8% | +22.6% | -29.4% | -27.8% |
| 3Y | +19.8% | +74.7% | -54.8% | -40.1% |
| All | -43.2% | +66.2% | -109.4% | -69.7% |
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