-77.7%
PLTD vs VLTO
+13.0%
-90.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | -0.1% |
| 7D | -9.8% | +0.8% | -10.6% | -9.4% |
| 30D | +18.9% | +18.7% | +0.2% | +29.4% |
| 3M | -4.2% | +21.7% | -25.9% | +6.2% |
| 6M | -34.8% | +35.8% | -70.7% | -22.9% |
| YTD | -21.1% | +18.3% | -39.4% | -14.5% |
| 1Y | -19.3% | +20.9% | -40.2% | -10.8% |
| All | -77.7% | +13.0% | -90.8% | -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