-77.4%
PLTD vs VCLT
+0.8%
-78.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.3% | -5.8% | -5.3% |
| 7D | +4.2% | +1.2% | +3.0% | +5.2% |
| 30D | +20.8% | +3.4% | +17.5% | +24.0% |
| 3M | -2.6% | -0.9% | -1.7% | -3.3% |
| 6M | -33.1% | -3.1% | -29.9% | -34.4% |
| YTD | -20.0% | -2.4% | -17.7% | -20.8% |
| 1Y | -21.6% | -2.7% | -19.0% | -22.5% |
| All | -77.4% | +0.8% | -78.3% | -76.0% |
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 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