-87.1%
PLTK vs VT
+57.4%
-144.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.6% | +3.5% | +2.6% |
| 7D | +28.2% | +0.4% | +27.9% | +26.8% |
| 30D | +13.1% | -2.6% | +15.7% | +16.7% |
| 3M | -11.9% | -3.2% | -8.7% | -8.2% |
| 6M | -28.7% | +0.9% | -29.6% | -30.7% |
| YTD | -34.4% | +11.3% | -45.7% | -45.0% |
| 1Y | -37.8% | +14.0% | -51.8% | -49.8% |
| 3Y | -60.6% | +75.8% | -136.5% | -84.4% |
| 5Y | -87.1% | +57.8% | -144.9% | -93.5% |
| All | -87.1% | +57.4% | -144.5% | -93.5% |
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 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