-75.3%
PLTD vs VLTO
+12.1%
-87.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.4% | +9.9% | +9.3% |
| 7D | +25.1% | +12.0% | +13.1% | +31.8% |
| 30D | +21.0% | +20.8% | +0.2% | +33.3% |
| 3M | -2.9% | +20.1% | -23.1% | +6.9% |
| 6M | -27.8% | +32.6% | -60.4% | -15.9% |
| YTD | -12.6% | +17.3% | -29.9% | -5.6% |
| 1Y | -9.8% | +17.3% | -27.1% | -2.7% |
| All | -75.3% | +12.1% | -87.5% | -70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling