+25.2%
PLTG vs VT
+43.7%
-18.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | 0.0% | -9.4% | -9.3% |
| 7D | -13.9% | +0.4% | -14.3% | -14.8% |
| 30D | +16.2% | +1.0% | +15.2% | +13.8% |
| 3M | +28.1% | +2.4% | +25.7% | +22.3% |
| 6M | -1.8% | +12.0% | -13.8% | -30.0% |
| YTD | -32.9% | +15.3% | -48.2% | -57.7% |
| 1Y | -23.5% | +22.6% | -46.1% | -59.2% |
| All | +25.2% | +43.7% | -18.5% | -64.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling