-77.5%
PLTD vs VT
+36.3%
-113.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.7% | +4.6% |
| 7D | +5.9% | +0.4% | +5.5% | +7.0% |
| 30D | -11.6% | +1.0% | -12.6% | -9.5% |
| 3M | -29.9% | +2.4% | -32.3% | -25.4% |
| 6M | -28.5% | +12.0% | -40.5% | -8.8% |
| YTD | -20.4% | +15.3% | -35.7% | +9.2% |
| 1Y | -33.3% | +22.6% | -55.8% | +7.2% |
| All | -77.5% | +36.3% | -113.8% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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