-49.6%
PLTA vs VT
+13.7%
-63.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | -4.1% | -15.5% | -6.7% |
| 7D | -38.9% | -4.2% | -34.8% | -28.8% |
| 30D | -37.7% | -5.8% | -31.9% | -23.1% |
| 3M | -13.6% | -5.2% | -8.3% | +5.5% |
| 6M | -0.1% | +0.1% | -0.3% | +5.3% |
| YTD | -50.2% | +8.2% | -58.4% | -61.0% |
| 1Y | -57.8% | +10.1% | -68.0% | -68.7% |
| All | -49.6% | +13.7% | -63.3% | -61.6% |
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