-66.9%
PLTK vs VT
+69.7%
-136.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.4% |
| 7D | +23.2% | -2.3% | +25.5% | +25.4% |
| 30D | +5.2% | -5.0% | +10.1% | +10.2% |
| 3M | -25.8% | -4.9% | -21.0% | -22.4% |
| 6M | -31.7% | -1.5% | -30.1% | -31.5% |
| YTD | -38.2% | +8.5% | -46.7% | -44.7% |
| 1Y | -40.2% | +11.4% | -51.5% | -48.1% |
| 3Y | -66.9% | +70.1% | -137.0% | -86.9% |
| All | -66.9% | +69.7% | -136.6% | -86.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling