+531.1%
PLTR vs VTV
+78.5%
+452.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -0.9% |
| 7D | -9.1% | -2.1% | -7.1% | -5.7% |
| 30D | -5.2% | -1.3% | -3.9% | -2.9% |
| 3M | +27.4% | +5.6% | +21.7% | +15.6% |
| 6M | +9.7% | +12.4% | -2.7% | -11.7% |
| YTD | -6.7% | +17.6% | -24.3% | -31.4% |
| 1Y | -0.5% | +23.5% | -24.0% | -33.3% |
| 3Y | +996.2% | +67.0% | +929.2% | +329.5% |
| 5Y | +531.1% | +80.5% | +450.6% | +135.1% |
| All | +531.1% | +78.5% | +452.6% | +135.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling