+30.2%
IVV vs PLTD
-77.8%
+108.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.1% | +0.2% |
| 7D | +0.1% | +5.9% | -5.8% | +1.0% |
| 30D | +0.1% | -11.6% | +11.7% | -1.3% |
| 3M | +2.0% | -29.9% | +31.9% | -1.3% |
| 6M | +13.0% | -28.5% | +41.6% | +10.4% |
| YTD | +13.6% | -20.4% | +34.0% | +13.4% |
| 1Y | +20.1% | -33.3% | +53.3% | +17.2% |
| All | +30.2% | -77.8% | +108.0% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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