-77.3%
PLTD vs VLTO
+13.7%
-91.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.5% | +2.5% |
| 7D | -4.8% | +1.0% | -5.8% | -4.3% |
| 30D | +16.9% | +17.5% | -0.6% | +26.3% |
| 3M | +2.6% | +21.4% | -18.8% | +13.5% |
| 6M | -36.2% | +38.1% | -74.4% | -23.9% |
| YTD | -19.4% | +19.0% | -38.4% | -12.4% |
| 1Y | -22.5% | +20.7% | -43.2% | -14.8% |
| All | -77.3% | +13.7% | -91.0% | -72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling