+548.8%
PLTR vs VTI
+73.1%
+475.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | +0.7% |
| 7D | 0.0% | -0.4% | +0.4% | +1.0% |
| 30D | -3.3% | -1.6% | -1.7% | +0.3% |
| 3M | +28.4% | +3.6% | +24.8% | +20.0% |
| 6M | +8.4% | +13.0% | -4.7% | -16.2% |
| YTD | -4.6% | +12.7% | -17.3% | -25.8% |
| 1Y | +4.4% | +18.4% | -14.0% | -26.1% |
| 3Y | +1,020.5% | +76.4% | +944.1% | +261.0% |
| 5Y | +548.8% | +73.7% | +475.1% | +146.6% |
| All | +548.8% | +73.1% | +475.7% | +146.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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