+1,177.9%
PLSE price history and return analytics
+231.4%
+946.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.1% |
| 7D | +2.0% | -2.3% | +4.3% | +5.5% |
| 30D | +8.6% | -5.0% | +13.5% | +16.5% |
| 3M | +39.4% | -4.9% | +44.2% | +49.3% |
| 6M | +177.4% | -1.5% | +178.9% | +184.6% |
| YTD | +288.1% | +8.5% | +279.6% | +254.5% |
| 1Y | +238.8% | +11.4% | +227.4% | +199.6% |
| 3Y | +926.8% | +70.1% | +856.7% | +448.9% |
| 5Y | +127.7% | +53.7% | +74.0% | +39.7% |
| 10Y | +818.8% | +220.0% | +598.8% | +204.9% |
| All | +1,177.9% | +231.4% | +946.5% | +311.5% |
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 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