-77.8%
PLTD vs VLTO
+14.2%
-92.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -1.7% |
| 7D | -1.6% | +1.5% | -3.0% | -0.8% |
| 30D | +18.5% | +20.9% | -2.5% | +30.2% |
| 3M | -2.4% | +21.4% | -23.8% | +7.9% |
| 6M | -34.6% | +37.6% | -72.2% | -22.2% |
| YTD | -21.4% | +19.5% | -41.0% | -14.4% |
| 1Y | -16.8% | +22.0% | -38.8% | -7.7% |
| All | -77.8% | +14.2% | -92.1% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling