+11.6%
PLTR vs VRT
+123.1%
-111.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.4% | -8.8% | -5.0% |
| 7D | -6.4% | +9.1% | -15.5% | -7.4% |
| 30D | +10.0% | +0.9% | +9.1% | +9.7% |
| 3M | +23.0% | -13.4% | +36.4% | +23.5% |
| 6M | +13.8% | +11.7% | +2.1% | +5.6% |
| YTD | -1.9% | +73.2% | -75.2% | -22.8% |
| 1Y | +11.6% | +123.4% | -111.8% | -13.1% |
| All | +11.6% | +123.1% | -111.4% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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