-8.4%
PLTR vs VG
+48.6%
-57.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | -12.9% | -22.0% | +9.2% | -12.9% |
| 30D | -17.4% | -11.6% | -5.7% | -17.2% |
| 3M | +2.9% | -14.9% | +17.7% | +2.9% |
| 6M | +19.9% | -3.5% | +23.4% | +18.8% |
| YTD | -9.8% | +70.0% | -79.7% | -16.9% |
| 1Y | -8.4% | +50.0% | -58.4% | -13.4% |
| All | -8.4% | +48.6% | -57.0% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling