+120.1%
PLPC price history and return analytics
+69.4%
+50.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -4.1% | -7.6% | -4.8% |
| 7D | -21.2% | -4.2% | -17.1% | -15.0% |
| 30D | -40.2% | -5.8% | -34.4% | -33.4% |
| 3M | -46.5% | -5.2% | -41.3% | -40.9% |
| 6M | -29.7% | +0.1% | -29.8% | -27.3% |
| YTD | +22.2% | +8.2% | +14.0% | +14.4% |
| 1Y | +19.2% | +10.1% | +9.1% | +9.3% |
| All | +120.1% | +69.4% | +50.7% | +0.7% |
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 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