+1,660.3%
PLTR vs ITOT
+140.7%
+1,519.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.9% |
| 7D | -4.1% | -0.9% | -3.2% | -2.3% |
| 30D | -2.2% | -1.5% | -0.8% | +0.9% |
| 3M | +27.6% | +3.6% | +24.0% | +19.9% |
| 6M | +10.3% | +13.7% | -3.4% | -14.5% |
| YTD | -5.9% | +12.9% | -18.8% | -26.0% |
| 1Y | +1.7% | +17.2% | -15.4% | -24.9% |
| 3Y | +959.1% | +75.6% | +883.5% | +276.1% |
| 5Y | +536.3% | +75.5% | +460.9% | +148.9% |
| All | +1,660.3% | +140.7% | +1,519.7% | +457.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling