-76.1%
PLTD vs VO
+17.5%
-93.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.4% |
| 7D | +13.7% | -2.6% | +16.3% | +9.1% |
| 30D | +18.4% | -0.9% | +19.4% | +17.2% |
| 3M | -7.5% | -3.0% | -4.5% | -11.5% |
| 6M | -31.3% | +2.2% | -33.5% | -27.4% |
| YTD | -15.4% | +10.6% | -26.0% | +4.1% |
| 1Y | -18.4% | +12.5% | -30.9% | +4.5% |
| All | -76.1% | +17.5% | -93.6% | -63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling