-40.0%
PLTA price history and return analytics
+16.9%
-56.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +2.6% | +8.7% | +3.1% |
| 7D | -11.9% | +0.4% | -12.2% | -11.2% |
| 30D | -37.1% | -2.6% | -34.5% | -29.7% |
| 3M | -11.9% | -3.2% | -8.7% | +0.6% |
| 6M | +16.1% | +0.9% | +15.2% | +20.2% |
| YTD | -40.7% | +11.3% | -52.0% | -57.3% |
| 1Y | -43.9% | +14.0% | -57.9% | -62.9% |
| All | -40.0% | +16.9% | -56.9% | -58.0% |
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