-31.8%
PLTD vs VO
+14.5%
-46.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +1.5% |
| 7D | +4.5% | +0.6% | +3.9% | +5.6% |
| 30D | -0.7% | -1.1% | +0.3% | -2.0% |
| 3M | -31.0% | +4.5% | -35.6% | -26.6% |
| 6M | -24.8% | +11.1% | -35.9% | -12.5% |
| YTD | -18.6% | +13.5% | -32.1% | -0.9% |
| 1Y | -31.8% | +14.5% | -46.3% | -17.7% |
| All | -31.8% | +14.5% | -46.3% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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