-10.0%
PLTR vs VUG
+4.9%
-14.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.7% | -4.6% |
| 7D | -12.8% | -3.0% | -9.8% | -8.3% |
| 30D | -9.3% | -6.4% | -2.9% | +1.1% |
| 3M | +5.6% | -3.2% | +8.8% | +11.6% |
| 6M | +17.6% | +3.1% | +14.5% | +13.5% |
| YTD | -3.4% | +6.3% | -9.7% | -7.7% |
| 1Y | -10.0% | +5.2% | -15.2% | -10.9% |
| All | -10.0% | +4.9% | -14.9% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling