-33.3%
PLTD vs VCLT
-0.4%
-32.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.1% | +4.5% | +4.8% |
| 7D | +5.9% | -0.5% | +6.4% | +5.4% |
| 30D | -11.6% | -0.9% | -10.8% | -12.3% |
| 3M | -29.9% | -3.2% | -26.7% | -31.1% |
| 6M | -28.5% | -3.8% | -24.7% | -28.6% |
| YTD | -20.4% | -2.0% | -18.4% | -20.4% |
| 1Y | -33.3% | -0.8% | -32.5% | -35.0% |
| All | -33.3% | -0.4% | -32.8% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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