-76.4%
PLTD vs VYM
+29.1%
-105.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +1.3% |
| 7D | +9.9% | -1.9% | +11.8% | +6.5% |
| 30D | +3.8% | -2.6% | +6.4% | -0.7% |
| 3M | -32.3% | +3.6% | -35.9% | -27.6% |
| 6M | -25.9% | +8.7% | -34.5% | -13.6% |
| YTD | -16.4% | +14.1% | -30.5% | +6.7% |
| 1Y | -25.2% | +17.8% | -43.0% | +2.3% |
| All | -76.4% | +29.1% | -105.5% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling