+565.8%
PLTR vs VCLT
-15.1%
+580.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -5.3% | +0.3% | -5.7% | -5.7% |
| 30D | -1.0% | -0.6% | -0.4% | -0.4% |
| 3M | +24.8% | -2.2% | +27.0% | +27.8% |
| 6M | +8.4% | -2.9% | +11.3% | +12.0% |
| YTD | -4.2% | -2.1% | -2.1% | -2.0% |
| 1Y | +9.1% | -2.6% | +11.7% | +12.1% |
| 3Y | +1,025.6% | +12.5% | +1,013.1% | +860.7% |
| 5Y | +565.8% | -15.3% | +581.0% | +602.7% |
| All | +565.8% | -15.1% | +580.9% | +602.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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