-76.9%
PLTD vs VYM
+29.7%
-106.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | -0.5% |
| 7D | -0.9% | -1.0% | 0.0% | -2.5% |
| 30D | +1.3% | -2.0% | +3.4% | -2.1% |
| 3M | -32.9% | +3.1% | -35.9% | -28.8% |
| 6M | -24.9% | +8.9% | -33.8% | -12.2% |
| YTD | -18.2% | +14.7% | -33.0% | +5.3% |
| 1Y | -28.7% | +19.4% | -48.1% | 0.0% |
| All | -76.9% | +29.7% | -106.7% | -57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling