+1,668.3%
PLTR vs VTV
+154.4%
+1,513.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.4% |
| 7D | +4.7% | +2.9% | +1.8% | +0.6% |
| 30D | -16.4% | +3.8% | -20.2% | -20.6% |
| 3M | -6.2% | +1.6% | -7.7% | -8.1% |
| 6M | +29.2% | +11.2% | +18.0% | +11.0% |
| YTD | -5.5% | +22.0% | -27.5% | -29.9% |
| 1Y | -2.4% | +24.9% | -27.3% | -30.1% |
| 3Y | +752.3% | +78.5% | +673.8% | +280.0% |
| 5Y | +635.8% | +77.8% | +558.1% | +242.7% |
| All | +1,668.3% | +154.4% | +1,513.9% | +730.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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