-76.9%
PLTD vs ITOT
+27.2%
-104.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | -0.7% |
| 7D | -0.9% | -0.4% | -0.6% | -1.4% |
| 30D | +1.3% | -1.6% | +2.9% | -1.5% |
| 3M | -32.9% | +3.5% | -36.4% | -26.8% |
| 6M | -24.9% | +13.1% | -38.0% | -1.4% |
| YTD | -18.2% | +12.7% | -31.0% | +7.0% |
| 1Y | -28.7% | +18.3% | -47.0% | +5.1% |
| All | -76.9% | +27.2% | -104.1% | -59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling