-34.8%
PLX price history and return analytics
+224.4%
-259.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.1% | +8.3% | +8.6% |
| 7D | +16.4% | -0.7% | +17.1% | +17.1% |
| 30D | +12.6% | -1.7% | +14.3% | +14.3% |
| 3M | +28.8% | -2.3% | +31.1% | +31.2% |
| 6M | +61.3% | +1.5% | +59.8% | +59.4% |
| YTD | +73.9% | +12.0% | +61.8% | +59.6% |
| 1Y | +46.9% | +12.9% | +34.1% | +34.3% |
| 3Y | +133.6% | +74.9% | +58.6% | +56.3% |
| 5Y | +184.5% | +59.9% | +124.6% | +102.5% |
| 10Y | -34.8% | +224.6% | -259.4% | -41.7% |
| All | -34.8% | +224.4% | -259.1% | -41.7% |
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