-76.9%
PLTD vs VEU
+49.5%
-126.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | -0.7% |
| 7D | -0.9% | +0.3% | -1.2% | -0.4% |
| 30D | +1.3% | +0.7% | +0.7% | +2.4% |
| 3M | -32.9% | +4.7% | -37.6% | -27.8% |
| 6M | -24.9% | +11.6% | -36.5% | -10.0% |
| YTD | -18.2% | +16.8% | -35.0% | +8.5% |
| 1Y | -28.7% | +24.9% | -53.6% | +10.2% |
| All | -76.9% | +49.5% | -126.4% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling