+649.6%
PLTR vs VIG
+64.1%
+585.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.7% |
| 7D | -3.8% | +1.0% | -4.7% | -5.5% |
| 30D | -19.2% | +4.5% | -23.8% | -26.2% |
| 3M | -3.7% | +2.1% | -5.7% | -7.5% |
| 6M | +22.5% | +10.5% | +12.0% | +0.7% |
| YTD | -5.0% | +15.1% | -20.1% | -28.9% |
| 1Y | -12.8% | +16.9% | -29.7% | -36.7% |
| 3Y | +758.3% | +65.6% | +692.7% | +215.4% |
| 5Y | +649.6% | +64.4% | +585.3% | +194.2% |
| All | +649.6% | +64.1% | +585.5% | +194.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling