+758.3%
PLTR vs VIG
+67.1%
+691.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.7% |
| 7D | -3.8% | +1.0% | -4.7% | -5.4% |
| 30D | -19.2% | +4.5% | -23.8% | -26.1% |
| 3M | -3.7% | +2.1% | -5.7% | -7.4% |
| 6M | +22.5% | +10.5% | +12.0% | +1.0% |
| YTD | -5.0% | +15.1% | -20.1% | -28.8% |
| 1Y | -12.8% | +16.9% | -29.7% | -36.7% |
| 3Y | +758.3% | +65.6% | +692.7% | +177.8% |
| All | +758.3% | +67.1% | +691.2% | +177.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling