+255.3%
PLSE price history and return analytics
+15.2%
+240.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.7% | +7.6% | +6.1% |
| 7D | +6.3% | -0.3% | +6.6% | +7.1% |
| 30D | +13.0% | -1.4% | +14.4% | +16.3% |
| 3M | +49.5% | -1.4% | +50.9% | +53.6% |
| 6M | +184.9% | +5.5% | +179.4% | +152.2% |
| YTD | +315.6% | +12.8% | +302.8% | +226.0% |
| 1Y | +255.3% | +15.4% | +239.9% | +164.5% |
| All | +255.3% | +15.2% | +240.1% | +164.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling