+547.4%
PLTR vs VNQ
+7.0%
+540.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | 0.0% |
| 7D | -4.1% | -1.3% | -2.8% | -2.7% |
| 30D | -2.2% | -2.6% | +0.4% | +0.8% |
| 3M | +27.6% | -2.0% | +29.6% | +29.9% |
| 6M | +10.3% | +4.3% | +6.0% | +3.1% |
| YTD | -5.9% | +9.2% | -15.1% | -17.4% |
| 1Y | +1.7% | +5.6% | -3.9% | -7.3% |
| 3Y | +959.1% | +30.8% | +928.2% | +610.6% |
| All | +547.4% | +7.0% | +540.4% | +510.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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