-77.4%
PLTD vs VLTO
+13.6%
-91.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.8% | -6.3% | -5.1% |
| 7D | +4.2% | +2.0% | +2.2% | +5.3% |
| 30D | +20.8% | +21.8% | -1.0% | +33.5% |
| 3M | -2.6% | +20.2% | -22.8% | +7.2% |
| 6M | -33.1% | +36.3% | -69.4% | -20.8% |
| YTD | -20.0% | +18.8% | -38.9% | -13.1% |
| 1Y | -21.6% | +20.4% | -42.0% | -14.0% |
| All | -77.4% | +13.6% | -91.0% | -73.0% |
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