-32.2%
PLTA vs VT
+21.1%
-53.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | 0.0% | -9.2% | -9.1% |
| 7D | -13.8% | +0.4% | -14.3% | -14.8% |
| 30D | +16.2% | +1.0% | +15.3% | +13.9% |
| 3M | +28.3% | +2.4% | +25.9% | +22.9% |
| 6M | -1.7% | +12.0% | -13.7% | -28.3% |
| YTD | -33.0% | +15.3% | -48.3% | -57.9% |
| All | -32.2% | +21.1% | -53.4% | -58.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling