+1,706.1%
PLTR vs VT
+118.0%
+1,588.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.8% |
| 7D | +10.7% | +2.9% | +7.8% | +4.6% |
| 30D | -17.8% | -2.5% | -15.3% | -13.0% |
| 3M | +0.3% | -3.3% | +3.6% | +7.9% |
| 6M | +26.2% | +1.5% | +24.6% | +22.9% |
| YTD | -3.5% | +11.4% | -14.8% | -23.2% |
| 1Y | -6.8% | +11.9% | -18.7% | -26.2% |
| 3Y | +772.3% | +73.9% | +698.4% | +199.7% |
| 5Y | +651.6% | +57.9% | +593.7% | +226.0% |
| All | +1,706.1% | +118.0% | +1,588.1% | +545.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling