+499.6%
PLTR vs VCIT
+3.2%
+496.3%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.7% |
| 7D | -12.9% | +0.1% | -13.0% | -13.1% |
| 30D | -17.4% | +1.9% | -19.3% | -20.7% |
| 3M | +2.9% | -1.4% | +4.3% | +5.7% |
| 6M | +19.9% | -2.1% | +22.0% | +25.3% |
| YTD | -9.8% | -1.6% | -8.1% | -6.7% |
| 1Y | -8.4% | -0.9% | -7.5% | -6.5% |
| 3Y | +765.0% | +20.0% | +745.1% | +469.0% |
| All | +499.6% | +3.2% | +496.3% | +378.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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