+35.8%
PLTW price history and return analytics
+29.0%
+6.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.7% |
| 7D | -5.0% | -0.1% | -4.8% | -4.2% |
| 30D | -24.4% | -3.1% | -21.4% | -18.1% |
| 3M | -7.7% | -3.5% | -4.2% | +1.0% |
| 6M | +19.1% | +0.5% | +18.6% | +19.4% |
| YTD | -14.8% | +10.8% | -25.6% | -33.7% |
| 1Y | -24.1% | +11.9% | -36.0% | -42.1% |
| All | +35.8% | +29.0% | +6.8% | -11.1% |
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