-40.4%
PLX price history and return analytics
+220.7%
-261.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | -0.5% | +11.8% | +11.6% |
| 7D | +9.6% | -0.1% | +9.7% | +9.8% |
| 30D | +2.9% | -3.1% | +5.9% | +5.5% |
| 3M | +15.3% | -3.5% | +18.8% | +18.5% |
| 6M | +47.4% | +0.5% | +47.0% | +46.7% |
| YTD | +58.9% | +10.8% | +48.1% | +47.0% |
| 1Y | +34.3% | +11.9% | +22.4% | +23.4% |
| 3Y | +113.4% | +73.0% | +40.5% | +44.0% |
| 5Y | +160.0% | +58.6% | +101.4% | +86.2% |
| All | -40.4% | +220.7% | -261.1% | -46.3% |
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