-10.0%
PLTR vs VRT
+12.3%
-22.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -12.9% | +10.8% | -0.8% |
| 7D | -12.8% | -15.4% | +2.6% | -11.4% |
| 30D | -9.3% | -19.0% | +9.6% | -7.8% |
| 3M | +5.6% | -23.8% | +29.4% | +7.6% |
| 6M | +17.6% | -37.9% | +55.4% | +20.2% |
| YTD | -3.4% | +27.0% | -30.4% | -21.3% |
| 1Y | -10.0% | +13.8% | -23.8% | -22.8% |
| All | -10.0% | +12.3% | -22.2% | -22.8% |
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