-77.5%
PLTD vs ITOT
+28.6%
-106.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +5.0% | +4.0% |
| 7D | +5.9% | +0.1% | +5.8% | +6.3% |
| 30D | -11.6% | 0.0% | -11.6% | -11.1% |
| 3M | -29.9% | +2.0% | -31.9% | -25.7% |
| 6M | -28.5% | +13.0% | -41.6% | -6.6% |
| YTD | -20.4% | +14.0% | -34.4% | +6.5% |
| 1Y | -33.3% | +19.9% | -53.2% | +1.1% |
| All | -77.5% | +28.6% | -106.1% | -59.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling