+279.8%
PLUS price history and return analytics
+224.4%
+55.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.7% |
| 7D | +7.4% | -0.7% | +8.1% | +8.6% |
| 30D | +2.4% | -1.7% | +4.2% | +4.7% |
| 3M | +9.8% | -2.3% | +12.1% | +13.0% |
| 6M | +9.9% | +1.5% | +8.4% | +7.7% |
| YTD | +11.9% | +12.0% | -0.2% | -3.0% |
| 1Y | +9.6% | +12.9% | -3.3% | -5.8% |
| 3Y | +65.4% | +74.9% | -9.6% | -14.5% |
| 5Y | +59.4% | +59.9% | -0.5% | -8.3% |
| 10Y | +279.8% | +224.6% | +55.1% | -5.0% |
| All | +279.8% | +224.4% | +55.4% | -5.0% |
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