-77.0%
PLTD vs VSXY
+67.8%
-144.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.9% | -1.5% | +2.7% |
| 7D | +4.5% | -6.8% | +11.3% | +3.7% |
| 30D | -0.7% | -20.4% | +19.6% | -3.4% |
| 3M | -31.0% | +2.9% | -33.9% | -30.5% |
| 6M | -24.8% | +67.9% | -92.8% | -16.8% |
| YTD | -18.6% | +44.9% | -63.4% | -11.9% |
| 1Y | -31.8% | +205.9% | -237.7% | -8.6% |
| All | -77.0% | +67.8% | -144.8% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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