+12.4%
PLTG vs VT
+38.7%
-26.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +1.4% |
| 7D | +22.5% | +2.9% | +19.6% | +12.4% |
| 30D | -35.5% | -2.5% | -33.0% | -27.9% |
| 3M | -9.5% | -3.3% | -6.2% | +3.9% |
| 6M | +20.6% | +1.5% | +19.0% | +21.9% |
| YTD | -39.7% | +11.4% | -51.1% | -56.5% |
| 1Y | -46.8% | +11.9% | -58.7% | -61.6% |
| All | +12.4% | +38.7% | -26.3% | -63.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling