-77.0%
PLTD vs VCLT
+1.1%
-78.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.4% | +2.3% |
| 7D | +4.5% | +0.3% | +4.2% | +4.8% |
| 30D | -0.7% | -0.6% | -0.2% | -1.2% |
| 3M | -31.0% | -2.2% | -28.8% | -31.8% |
| 6M | -24.8% | -2.9% | -21.9% | -25.7% |
| YTD | -18.6% | -2.1% | -16.5% | -19.1% |
| 1Y | -31.8% | -2.6% | -29.2% | -32.4% |
| All | -77.0% | +1.1% | -78.2% | -75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling