-14.0%
PLTD vs VLTO
+20.2%
-34.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.8% | -6.3% | -5.3% |
| 7D | +4.2% | +2.0% | +2.2% | +4.7% |
| 30D | +20.8% | +21.8% | -1.0% | +27.6% |
| 3M | -2.6% | +20.2% | -22.8% | +2.7% |
| 6M | -33.1% | +36.3% | -69.4% | -27.1% |
| YTD | -20.0% | +18.8% | -38.9% | -15.6% |
| All | -14.0% | +20.2% | -34.3% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling