+1,069.6%
PLPC price history and return analytics
+374.2%
+695.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -1.4% | +0.4% | -1.8% | -1.8% |
| 30D | -15.5% | +1.0% | -16.4% | -16.2% |
| 3M | +5.9% | +2.4% | +3.6% | +4.8% |
| 6M | +56.1% | +12.0% | +44.1% | +41.5% |
| YTD | +93.2% | +15.3% | +77.9% | +70.4% |
| 1Y | +108.9% | +22.6% | +86.3% | +74.1% |
| 3Y | +138.1% | +74.7% | +63.4% | +40.4% |
| 5Y | +505.9% | +66.1% | +439.7% | +271.7% |
| 10Y | +941.8% | +225.0% | +716.8% | +229.4% |
| All | +1,069.6% | +374.2% | +695.4% | +152.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling