+283.5%
PLPC price history and return analytics
+53.4%
+230.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.7% |
| 7D | -10.0% | -2.3% | -7.7% | -7.2% |
| 30D | -35.3% | -5.0% | -30.3% | -30.8% |
| 3M | -43.1% | -4.9% | -38.3% | -39.1% |
| 6M | -28.4% | -1.5% | -26.9% | -25.2% |
| YTD | +27.0% | +8.5% | +18.5% | +20.8% |
| 1Y | +26.2% | +11.4% | +14.9% | +17.3% |
| 3Y | +128.8% | +70.1% | +58.7% | +49.1% |
| All | +283.5% | +53.4% | +230.1% | +157.2% |
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