+282.9%
PLUS price history and return analytics
+215.5%
+67.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.2% | +11.5% | +11.5% |
| 7D | -0.9% | -2.3% | +1.5% | +2.1% |
| 30D | -0.7% | -5.0% | +4.2% | +5.5% |
| 3M | +2.3% | -4.9% | +7.1% | +8.6% |
| 6M | +11.1% | -1.5% | +12.6% | +12.8% |
| YTD | +6.0% | +8.5% | -2.4% | -4.5% |
| 1Y | +27.1% | +11.4% | +15.7% | +11.1% |
| 3Y | +45.3% | +70.1% | -24.7% | -22.3% |
| 5Y | +52.9% | +53.7% | -0.8% | -7.9% |
| All | +282.9% | +215.5% | +67.4% | +9.4% |
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