-93.8%
PLRX price history and return analytics
+65.7%
-159.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +2.0% |
| 7D | -0.9% | -0.1% | -0.7% | -0.8% |
| 30D | +10.6% | -0.7% | +11.2% | +11.3% |
| 3M | -3.4% | +4.0% | -7.4% | -7.6% |
| 6M | -12.9% | +12.3% | -25.2% | -23.3% |
| YTD | -5.7% | +14.0% | -19.8% | -18.4% |
| 1Y | -34.3% | +20.3% | -54.6% | -46.1% |
| 3Y | -93.0% | +75.4% | -168.4% | -95.8% |
| 5Y | -93.8% | +66.0% | -159.7% | -95.5% |
| All | -93.8% | +65.7% | -159.5% | -95.5% |
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 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