-33.3%
PLTD vs VIG
+16.9%
-50.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.5% | +5.1% | +3.9% |
| 7D | +5.9% | -0.4% | +6.4% | +5.3% |
| 30D | -11.6% | -1.0% | -10.6% | -12.7% |
| 3M | -29.9% | +2.8% | -32.7% | -26.6% |
| 6M | -28.5% | +8.2% | -36.7% | -20.1% |
| YTD | -20.4% | +11.0% | -31.4% | -6.7% |
| 1Y | -33.3% | +16.1% | -49.4% | -19.1% |
| All | -33.3% | +16.9% | -50.1% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling