+552.9%
PLTR vs VRT
+900.3%
-347.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.4% | -8.8% | -6.1% |
| 7D | -6.4% | +9.1% | -15.5% | -9.4% |
| 30D | +10.0% | +0.9% | +9.1% | +9.2% |
| 3M | +23.0% | -13.4% | +36.4% | +25.3% |
| 6M | +13.8% | +11.7% | +2.1% | +1.7% |
| YTD | -1.9% | +73.2% | -75.2% | -29.0% |
| 1Y | +11.6% | +123.4% | -111.8% | -28.1% |
| 3Y | +1,048.4% | +606.2% | +442.3% | +306.6% |
| All | +552.9% | +900.3% | -347.3% | +70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling