+323.6%
PLXS price history and return analytics
+217.6%
+105.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | -5.4% | -0.1% | -5.2% | -5.0% |
| 30D | -21.8% | -3.1% | -18.8% | -18.6% |
| 3M | -23.3% | -3.5% | -19.9% | -19.7% |
| 6M | -23.0% | +0.5% | -23.5% | -22.6% |
| YTD | +39.6% | +10.8% | +28.8% | +26.0% |
| 1Y | +40.6% | +11.9% | +28.7% | +25.8% |
| 3Y | +102.8% | +73.0% | +29.8% | +15.1% |
| 5Y | +121.5% | +58.6% | +62.9% | +37.7% |
| 10Y | +323.6% | +219.2% | +104.4% | +35.5% |
| All | +323.6% | +217.6% | +105.9% | +35.5% |
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