+6.8%
PLTG vs VT
+38.3%
-31.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.1% |
| 7D | +8.3% | +2.4% | +6.0% | +1.0% |
| 30D | -33.7% | -1.5% | -32.2% | -28.3% |
| 3M | -21.3% | -4.1% | -17.1% | -7.3% |
| 6M | +25.6% | +0.6% | +25.0% | +31.2% |
| YTD | -42.7% | +11.0% | -53.8% | -58.2% |
| 1Y | -41.8% | +13.3% | -55.1% | -60.4% |
| All | +6.8% | +38.3% | -31.5% | -64.5% |
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