+34.7%
PLTM vs VT
+57.9%
-23.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -7.9% | -1.6% | -6.3% | -6.8% |
| 30D | -16.8% | -2.5% | -14.3% | -15.3% |
| 3M | -12.8% | -1.3% | -11.5% | -11.8% |
| 6M | -28.6% | +3.1% | -31.7% | -29.6% |
| YTD | -31.1% | +10.9% | -42.0% | -34.3% |
| 1Y | -9.6% | +12.1% | -21.6% | -14.2% |
| 3Y | +50.0% | +73.9% | -23.9% | +13.8% |
| All | +34.7% | +57.9% | -23.2% | +4.4% |
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 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