+128.1%
PLXS price history and return analytics
+59.8%
+68.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.1% | +1.9% |
| 7D | +2.5% | -0.7% | +3.2% | +3.8% |
| 30D | -17.4% | -1.7% | -15.7% | -15.2% |
| 3M | -21.6% | -2.3% | -19.3% | -18.9% |
| 6M | -22.0% | +1.5% | -23.5% | -22.5% |
| YTD | +44.2% | +12.0% | +32.1% | +28.3% |
| 1Y | +47.4% | +12.9% | +34.5% | +30.4% |
| 3Y | +109.4% | +74.9% | +34.5% | +21.4% |
| 5Y | +128.1% | +59.9% | +68.2% | +47.3% |
| All | +128.1% | +59.8% | +68.4% | +47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling