+310.4%
PLXS price history and return analytics
+215.5%
+94.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.1% | +2.1% |
| 7D | -7.6% | -2.3% | -5.3% | -4.9% |
| 30D | -27.9% | -5.0% | -23.0% | -23.2% |
| 3M | -28.4% | -4.9% | -23.5% | -23.8% |
| 6M | -27.5% | -1.5% | -26.0% | -25.4% |
| YTD | +30.7% | +8.5% | +22.2% | +20.7% |
| 1Y | +33.9% | +11.4% | +22.5% | +20.4% |
| 3Y | +93.3% | +70.1% | +23.2% | +11.8% |
| 5Y | +103.4% | +53.7% | +49.6% | +30.9% |
| All | +310.4% | +215.5% | +94.9% | +36.5% |
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