-77.0%
PLTD vs VIG
+23.0%
-100.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.1% | +0.8% |
| 7D | +4.5% | -0.4% | +4.9% | +3.9% |
| 30D | -0.7% | -2.1% | +1.3% | -4.5% |
| 3M | -31.0% | +3.3% | -34.4% | -25.8% |
| 6M | -24.8% | +9.3% | -34.1% | -10.0% |
| YTD | -18.6% | +10.1% | -28.7% | -0.6% |
| 1Y | -31.8% | +14.7% | -46.5% | -8.7% |
| All | -77.0% | +23.0% | -100.0% | -61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling