+117.8%
PLX price history and return analytics
+57.4%
+60.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -1.0% |
| 7D | +0.4% | +0.4% | 0.0% | +0.2% |
| 30D | -7.6% | -2.6% | -5.0% | -5.4% |
| 3M | +4.5% | -3.2% | +7.7% | +7.4% |
| 6M | +32.5% | +0.9% | +31.5% | +31.2% |
| YTD | +42.8% | +11.3% | +31.5% | +30.6% |
| 1Y | +17.4% | +14.0% | +3.4% | +5.4% |
| 3Y | +84.9% | +75.8% | +9.1% | +22.3% |
| 5Y | +117.8% | +57.8% | +60.0% | +76.9% |
| All | +117.8% | +57.4% | +60.4% | +76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling