-99.5%
PLRZ price history and return analytics
+38.7%
-138.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -2.9% | -3.1% |
| 7D | -14.1% | -0.1% | -13.9% | -14.0% |
| 30D | -5.1% | -0.7% | -4.4% | -4.6% |
| 3M | -6.1% | +4.0% | -10.1% | -8.9% |
| 6M | -17.2% | +12.3% | -29.5% | -24.5% |
| YTD | +26.6% | +14.0% | +12.6% | +14.2% |
| 1Y | +79.9% | +20.3% | +59.6% | +58.8% |
| All | -99.5% | +38.7% | -138.3% | -99.9% |
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