+317.5%
PLXS price history and return analytics
+221.8%
+95.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | +8.5% | +2.4% | +6.1% | +5.8% |
| 30D | -15.2% | -1.5% | -13.7% | -13.2% |
| 3M | -21.0% | -4.1% | -16.9% | -16.6% |
| 6M | -20.4% | +0.6% | -21.0% | -20.0% |
| YTD | +41.8% | +11.0% | +30.8% | +27.7% |
| 1Y | +49.3% | +13.3% | +35.9% | +31.6% |
| 3Y | +105.2% | +73.4% | +31.8% | +16.1% |
| 5Y | +124.5% | +57.4% | +67.0% | +40.7% |
| All | +317.5% | +221.8% | +95.7% | +28.7% |
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