-94.7%
PLRX price history and return analytics
+138.1%
-232.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -0.9% |
| 7D | 0.0% | -2.0% | +2.0% | +2.1% |
| 30D | +9.7% | -1.4% | +11.1% | +11.3% |
| 3M | -2.6% | +4.7% | -7.3% | -7.6% |
| 6M | -18.7% | +11.4% | -30.1% | -27.9% |
| YTD | -7.4% | +13.1% | -20.4% | -19.1% |
| 1Y | -33.1% | +19.0% | -52.2% | -44.6% |
| 3Y | -93.1% | +73.9% | -167.1% | -95.9% |
| 5Y | -93.9% | +65.4% | -159.3% | -95.9% |
| All | -94.7% | +138.1% | -232.8% | -97.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling