+1,660.3%
PLTR vs VTV
+147.2%
+1,513.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | -0.2% |
| 7D | -4.1% | -1.1% | -3.0% | -2.5% |
| 30D | -2.2% | -1.0% | -1.2% | -0.7% |
| 3M | +27.6% | +4.6% | +22.9% | +19.6% |
| 6M | +10.3% | +13.5% | -3.2% | -8.7% |
| YTD | -5.9% | +18.5% | -24.4% | -27.3% |
| 1Y | +1.7% | +22.9% | -21.1% | -25.5% |
| 3Y | +959.1% | +67.8% | +891.2% | +415.3% |
| 5Y | +536.3% | +81.8% | +454.5% | +208.8% |
| All | +1,660.3% | +147.2% | +1,513.2% | +760.6% |
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