-76.1%
PLTD vs VLTO
+12.6%
-88.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.0% |
| 7D | +13.7% | +5.4% | +8.4% | +16.5% |
| 30D | +18.4% | +22.3% | -3.9% | +31.3% |
| 3M | -7.5% | +19.6% | -27.1% | +1.6% |
| 6M | -31.3% | +35.2% | -66.5% | -19.0% |
| YTD | -15.4% | +17.9% | -33.2% | -8.4% |
| 1Y | -18.4% | +19.5% | -37.9% | -10.7% |
| All | -76.1% | +12.6% | -88.8% | -71.5% |
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 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