+737.2%
PLPC price history and return analytics
+363.9%
+373.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +1.7% | -10.2% | -10.2% |
| 7D | -18.2% | -0.3% | -17.9% | -18.0% |
| 30D | -31.5% | -1.4% | -30.0% | -30.3% |
| 3M | -32.7% | -1.4% | -31.3% | -31.4% |
| 6M | -7.9% | +5.5% | -13.3% | -11.0% |
| YTD | +38.3% | +12.8% | +25.5% | +25.1% |
| 1Y | +35.5% | +15.4% | +20.1% | +20.2% |
| 3Y | +148.8% | +76.9% | +72.0% | +46.1% |
| 5Y | +325.4% | +60.4% | +264.9% | +171.2% |
| 10Y | +624.9% | +232.8% | +392.1% | +124.6% |
| All | +737.2% | +363.9% | +373.3% | +85.5% |
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