+327.1%
PLXS price history and return analytics
+224.4%
+102.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.1% | +2.0% |
| 7D | +2.5% | -0.7% | +3.2% | +3.7% |
| 30D | -17.4% | -1.7% | -15.7% | -15.2% |
| 3M | -21.6% | -2.3% | -19.3% | -19.0% |
| 6M | -22.0% | +1.5% | -23.5% | -22.5% |
| YTD | +44.2% | +12.0% | +32.1% | +28.4% |
| 1Y | +47.4% | +12.9% | +34.5% | +30.6% |
| 3Y | +109.4% | +74.9% | +34.5% | +17.3% |
| 5Y | +128.1% | +59.9% | +68.2% | +40.5% |
| 10Y | +327.1% | +224.6% | +102.5% | +30.6% |
| All | +327.1% | +224.4% | +102.7% | +30.6% |
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