+37.4%
PLTW price history and return analytics
+31.7%
+5.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.8% | -0.7% |
| 7D | -11.1% | -2.0% | -9.1% | -6.8% |
| 30D | -6.5% | -1.4% | -5.1% | -3.1% |
| 3M | +30.0% | +4.7% | +25.2% | +17.9% |
| 6M | +6.6% | +11.4% | -4.8% | -17.5% |
| YTD | -13.8% | +13.1% | -26.9% | -36.3% |
| 1Y | -9.4% | +19.0% | -28.4% | -40.6% |
| All | +37.4% | +31.7% | +5.7% | -14.6% |
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