+24.6%
IVV vs PLTD
-76.4%
+101.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | -0.1% |
| 7D | -2.7% | +13.7% | -16.5% | -0.9% |
| 30D | -5.4% | +18.4% | -23.8% | -3.0% |
| 3M | -4.1% | -7.5% | +3.4% | -4.5% |
| 6M | +0.7% | -31.3% | +32.0% | -2.4% |
| YTD | +8.7% | -15.4% | +24.1% | +9.8% |
| 1Y | +11.0% | -18.4% | +29.4% | +11.8% |
| All | +24.6% | -76.4% | +101.1% | +4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling