-77.0%
PLTD vs VICR
+259.4%
-336.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.5% | -0.2% | +2.7% |
| 7D | +4.5% | +9.8% | -5.3% | +6.0% |
| 30D | -0.7% | -12.6% | +11.9% | -2.6% |
| 3M | -31.0% | -29.7% | -1.4% | -33.3% |
| 6M | -24.8% | +18.8% | -43.7% | -14.6% |
| YTD | -18.6% | +76.4% | -94.9% | +5.4% |
| 1Y | -31.8% | +282.4% | -314.2% | +15.2% |
| All | -77.0% | +259.4% | -336.4% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling