+92.7%
PLTM vs VT
+75.0%
+17.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.1% | +0.4% | -0.5% | -0.4% |
| 30D | +4.9% | +1.0% | +3.9% | +4.1% |
| 3M | -4.2% | +2.4% | -6.6% | -5.9% |
| 6M | -15.7% | +12.0% | -27.7% | -22.2% |
| YTD | -11.5% | +15.3% | -26.8% | -19.2% |
| 1Y | +31.8% | +22.6% | +9.2% | +17.0% |
| All | +92.7% | +75.0% | +17.7% | +42.1% |
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 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