-77.3%
PLTD vs VYM
+32.2%
-109.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.0% |
| 7D | -4.8% | +3.7% | -8.4% | +1.4% |
| 30D | +16.9% | +3.7% | +13.2% | +24.7% |
| 3M | +2.6% | -0.7% | +3.3% | +1.7% |
| 6M | -36.2% | +7.2% | -43.5% | -27.4% |
| YTD | -19.4% | +16.9% | -36.4% | +7.5% |
| 1Y | -22.5% | +19.6% | -42.1% | +8.4% |
| All | -77.3% | +32.2% | -109.5% | -56.2% |
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