-8.2%
PLTG vs VT
+34.9%
-43.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.8% | -4.1% | -15.7% | -6.8% |
| 7D | -39.0% | -4.2% | -34.8% | -28.8% |
| 30D | -38.5% | -5.8% | -32.7% | -23.7% |
| 3M | -14.8% | -5.2% | -9.5% | +4.2% |
| 6M | -2.1% | +0.1% | -2.2% | +2.4% |
| YTD | -50.8% | +8.2% | -59.0% | -61.2% |
| 1Y | -58.9% | +10.1% | -69.0% | -68.9% |
| All | -8.2% | +34.9% | -43.1% | -67.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling