+771.3%
PLSE price history and return analytics
+221.4%
+549.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.5% | -7.9% | -7.7% |
| 7D | -6.3% | +1.0% | -7.3% | -7.5% |
| 30D | +15.0% | -0.2% | +15.3% | +15.5% |
| 3M | +96.4% | +4.5% | +91.9% | +85.5% |
| 6M | +169.0% | +14.1% | +154.9% | +126.1% |
| YTD | +255.4% | +14.8% | +240.6% | +200.0% |
| 1Y | +224.4% | +21.2% | +203.2% | +156.6% |
| 3Y | +940.3% | +76.6% | +863.7% | +421.4% |
| 5Y | +108.8% | +66.6% | +42.2% | +14.3% |
| 10Y | +771.3% | +222.3% | +549.0% | +147.8% |
| All | +771.3% | +221.4% | +549.8% | +147.8% |
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