+328.5%
PLXS price history and return analytics
+223.7%
+104.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.6% | +4.4% | +4.0% |
| 7D | -1.8% | +0.4% | -2.2% | -2.0% |
| 30D | -21.7% | -2.6% | -19.1% | -18.8% |
| 3M | -23.9% | -3.2% | -20.7% | -20.5% |
| 6M | -22.9% | +0.9% | -23.8% | -22.8% |
| YTD | +39.9% | +11.3% | +28.6% | +25.6% |
| 1Y | +43.5% | +14.0% | +29.5% | +25.8% |
| 3Y | +109.3% | +75.8% | +33.4% | +16.7% |
| 5Y | +121.7% | +57.8% | +63.8% | +38.6% |
| 10Y | +328.5% | +219.8% | +108.7% | +36.9% |
| All | +328.5% | +223.7% | +104.8% | +36.9% |
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 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