-99.5%
PLRZ price history and return analytics
+32.0%
-131.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.8% |
| 7D | +2.7% | -2.3% | +5.1% | +3.8% |
| 30D | +20.7% | -5.0% | +25.7% | +23.9% |
| 3M | -3.9% | -4.9% | +1.0% | -1.4% |
| 6M | -23.0% | -1.5% | -21.4% | -23.2% |
| YTD | +30.1% | +8.5% | +21.6% | +20.2% |
| 1Y | +101.0% | +11.4% | +89.6% | +82.9% |
| All | -99.5% | +32.0% | -131.5% | -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 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