-28.7%
PLTD vs VIG
+14.1%
-42.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | -0.5% |
| 7D | -0.9% | -1.2% | +0.2% | -2.7% |
| 30D | +1.3% | -2.8% | +4.2% | -3.0% |
| 3M | -32.9% | +2.5% | -35.3% | -30.3% |
| 6M | -24.9% | +8.1% | -33.0% | -16.2% |
| YTD | -18.2% | +9.6% | -27.8% | -6.1% |
| 1Y | -28.7% | +14.2% | -42.9% | -16.9% |
| All | -28.7% | +14.1% | -42.8% | -16.9% |
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