+499.6%
PLTR vs VT
+53.4%
+446.1%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.2% | +3.0% |
| 7D | -12.9% | -2.3% | -10.6% | -8.2% |
| 30D | -17.4% | -5.0% | -12.4% | -7.4% |
| 3M | +2.9% | -4.9% | +7.7% | +15.1% |
| 6M | +19.9% | -1.5% | +21.4% | +24.1% |
| YTD | -9.8% | +8.5% | -18.3% | -25.6% |
| 1Y | -8.4% | +11.4% | -19.8% | -28.4% |
| 3Y | +765.0% | +70.1% | +695.0% | +177.4% |
| All | +499.6% | +53.4% | +446.1% | +172.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling