+10.8%
PLUS price history and return analytics
+12.5%
-1.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.6% |
| 7D | +7.5% | -0.1% | +7.7% | +8.0% |
| 30D | +3.5% | -3.1% | +6.6% | +6.0% |
| 3M | +7.4% | -3.5% | +10.9% | +10.2% |
| 6M | +7.7% | +0.5% | +7.2% | +7.9% |
| YTD | +11.2% | +10.8% | +0.4% | +1.7% |
| 1Y | +10.8% | +11.9% | -1.1% | +0.2% |
| All | +10.8% | +12.5% | -1.6% | +0.2% |
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