-76.9%
PLTD vs VICR
+241.8%
-318.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | -0.4% |
| 7D | -0.9% | +1.3% | -2.2% | -0.8% |
| 30D | +1.3% | -11.9% | +13.3% | -0.4% |
| 3M | -32.9% | -35.1% | +2.3% | -35.9% |
| 6M | -24.9% | +8.1% | -33.0% | -16.3% |
| YTD | -18.2% | +67.8% | -86.0% | +5.0% |
| 1Y | -28.7% | +267.3% | -296.0% | +20.0% |
| All | -76.9% | +241.8% | -318.8% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 3y: compounded portfolio wealth divided by compounded VICR 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…
3y analysis · Full analysis span regression · 6 months rolling