+42.2%
PLTW price history and return analytics
+33.6%
+8.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -1.5% |
| 7D | -6.0% | +1.0% | -7.0% | -8.1% |
| 30D | -1.2% | -0.2% | -0.9% | -0.4% |
| 3M | +27.4% | +4.5% | +22.9% | +16.0% |
| 6M | +4.5% | +14.1% | -9.5% | -23.7% |
| YTD | -10.8% | +14.8% | -25.6% | -36.3% |
| 1Y | +1.4% | +21.2% | -19.8% | -36.3% |
| All | +42.2% | +33.6% | +8.5% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling