-77.5%
PLTD vs VO
+21.3%
-98.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.9% | +4.3% |
| 7D | +5.9% | -0.3% | +6.2% | +5.6% |
| 30D | -11.6% | -0.3% | -11.3% | -11.8% |
| 3M | -29.9% | +2.9% | -32.9% | -25.4% |
| 6M | -28.5% | +9.3% | -37.9% | -15.2% |
| YTD | -20.4% | +14.2% | -34.6% | +3.0% |
| 1Y | -33.3% | +15.3% | -48.5% | -11.0% |
| All | -77.5% | +21.3% | -98.9% | -64.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling