+2,889.8%
PLUS price history and return analytics
+374.2%
+2,515.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +5.5% | +0.4% | +5.1% | +5.2% |
| 30D | -2.3% | +1.0% | -3.3% | -3.0% |
| 3M | +14.6% | +2.4% | +12.2% | +12.3% |
| 6M | +15.0% | +12.0% | +3.0% | +5.5% |
| YTD | +6.0% | +15.3% | -9.3% | -4.9% |
| 1Y | +30.0% | +22.6% | +7.4% | +11.7% |
| 3Y | +40.7% | +74.7% | -34.0% | -5.2% |
| 5Y | +71.0% | +66.1% | +4.9% | +19.8% |
| 10Y | +303.5% | +225.0% | +78.5% | +96.2% |
| All | +2,889.8% | +374.2% | +2,515.6% | +1,152.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling