+88.8%
PLXS price history and return analytics
+69.4%
+19.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -4.1% | -5.1% | -3.1% |
| 7D | -13.2% | -4.2% | -9.0% | -7.4% |
| 30D | -31.1% | -5.8% | -25.3% | -24.4% |
| 3M | -31.7% | -5.2% | -26.4% | -25.6% |
| 6M | -29.2% | +0.1% | -29.3% | -28.5% |
| YTD | +27.7% | +8.2% | +19.5% | +15.3% |
| 1Y | +29.0% | +10.1% | +18.9% | +14.0% |
| All | +88.8% | +69.4% | +19.5% | -9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling