+19.3%
PLTG price history and return analytics
+43.0%
-23.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -3.1% |
| 7D | -11.6% | +1.0% | -12.7% | -14.2% |
| 30D | -5.1% | -0.2% | -4.9% | -3.9% |
| 3M | +32.4% | +4.5% | +27.8% | +18.5% |
| 6M | -11.1% | +14.1% | -25.2% | -40.9% |
| YTD | -36.1% | +14.8% | -50.8% | -59.0% |
| 1Y | -27.0% | +21.2% | -48.2% | -59.5% |
| All | +19.3% | +43.0% | -23.7% | -65.2% |
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