+132.7%
PLSE price history and return analytics
+57.0%
+75.6%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.0% |
| 7D | -5.3% | +2.4% | -7.7% | -8.4% |
| 30D | +8.9% | -1.5% | +10.4% | +12.3% |
| 3M | +12.3% | -4.1% | +16.4% | +20.6% |
| 6M | +110.5% | +0.6% | +110.0% | +110.8% |
| YTD | +267.4% | +11.0% | +256.3% | +217.4% |
| 1Y | +256.7% | +13.3% | +243.4% | +199.0% |
| 3Y | +832.3% | +73.4% | +759.0% | +319.2% |
| All | +132.7% | +57.0% | +75.6% | +12.7% |
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