-26.1%
PLTD vs VYM
+17.6%
-43.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +1.6% |
| 7D | +9.9% | -1.9% | +11.8% | +7.4% |
| 30D | +3.8% | -2.6% | +6.4% | +0.5% |
| 3M | -32.3% | +3.6% | -35.9% | -29.9% |
| 6M | -25.9% | +8.7% | -34.5% | -18.3% |
| YTD | -16.4% | +14.1% | -30.5% | -1.9% |
| All | -26.1% | +17.6% | -43.8% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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