+919.6%
PLTR vs VLTO
+54.8%
+864.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.2% |
| 7D | -12.9% | +5.4% | -18.3% | -15.9% |
| 30D | -17.4% | +22.3% | -39.7% | -28.7% |
| 3M | +2.9% | +19.6% | -16.8% | -9.8% |
| 6M | +19.9% | +35.2% | -15.3% | -4.6% |
| YTD | -9.8% | +17.9% | -27.6% | -20.0% |
| 1Y | -8.4% | +19.5% | -27.9% | -20.2% |
| 3Y | +765.0% | +73.9% | +691.1% | +423.8% |
| All | +919.6% | +54.8% | +864.7% | +541.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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