-77.4%
PLTD vs VEU
+42.9%
-120.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.8% | -8.3% | -1.7% |
| 7D | +4.2% | +0.8% | +3.5% | +5.9% |
| 30D | +20.8% | -1.6% | +22.5% | +19.2% |
| 3M | -2.6% | -4.2% | +1.6% | -7.2% |
| 6M | -33.1% | -1.5% | -31.6% | -33.2% |
| YTD | -20.0% | +11.7% | -31.7% | +0.7% |
| 1Y | -21.6% | +15.6% | -37.2% | +7.0% |
| All | -77.4% | +42.9% | -120.4% | -45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling