-87.1%
PLU price history and return analytics
+9.0%
-96.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.6% | -7.3% | -4.9% |
| 7D | +43.2% | +2.9% | +40.3% | +27.8% |
| 30D | -25.5% | -2.5% | -23.0% | -11.8% |
| 3M | -75.1% | -3.3% | -71.8% | -68.9% |
| 6M | -93.8% | +1.5% | -95.3% | -92.4% |
| All | -87.1% | +9.0% | -96.0% | -85.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling