-91.7%
PLTK vs VT
+77.7%
-169.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -4.1% | +13.0% | +14.4% |
| 7D | +17.3% | -4.2% | +21.4% | +23.3% |
| 30D | +0.9% | -5.8% | +6.7% | +8.7% |
| 3M | -40.6% | -5.2% | -35.4% | -36.6% |
| 6M | -36.5% | +0.1% | -36.7% | -38.0% |
| YTD | -41.5% | +8.2% | -49.8% | -48.9% |
| 1Y | -36.8% | +10.1% | -47.0% | -46.4% |
| 3Y | -69.2% | +69.7% | -138.8% | -86.7% |
| 5Y | -88.6% | +53.4% | -141.9% | -94.1% |
| All | -91.7% | +77.7% | -169.4% | -96.4% |
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