-6.8%
PLTR vs VUG
+3.0%
-9.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.1% |
| 7D | +10.7% | +4.4% | +6.3% | +3.6% |
| 30D | -17.8% | -7.3% | -10.4% | -6.9% |
| 3M | +0.3% | -4.2% | +4.6% | +7.9% |
| 6M | +26.2% | -1.6% | +27.7% | +31.9% |
| YTD | -3.5% | +4.9% | -8.4% | -5.5% |
| 1Y | -6.8% | +3.8% | -10.6% | -6.6% |
| All | -6.8% | +3.0% | -9.9% | -6.6% |
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