-76.4%
PLTD vs ITOT
+26.4%
-102.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +1.0% |
| 7D | +9.9% | -2.0% | +11.9% | +5.5% |
| 30D | +3.8% | -2.0% | +5.8% | +0.2% |
| 3M | -32.3% | +4.5% | -36.8% | -24.7% |
| 6M | -25.9% | +12.6% | -38.5% | -3.5% |
| YTD | -16.4% | +12.0% | -28.4% | +8.1% |
| 1Y | -25.2% | +17.3% | -42.4% | +8.4% |
| All | -76.4% | +26.4% | -102.8% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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