-22.5%
PLTD vs ITOT
+12.1%
-34.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +1.4% |
| 7D | -4.8% | +2.5% | -7.2% | 0.0% |
| 30D | +16.9% | -1.7% | +18.6% | +14.6% |
| 3M | +2.6% | -3.4% | +6.0% | -2.0% |
| 6M | -36.2% | +2.1% | -38.3% | -32.4% |
| YTD | -19.4% | +11.5% | -30.9% | +0.1% |
| 1Y | -22.5% | +13.6% | -36.1% | +1.8% |
| All | -22.5% | +12.1% | -34.7% | +1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling