+1,735.1%
PLTR vs VUG
+141.9%
+1,593.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -3.7% |
| 7D | -6.4% | -0.1% | -6.3% | -6.1% |
| 30D | +10.0% | -0.3% | +10.4% | +11.0% |
| 3M | +23.0% | -0.7% | +23.7% | +25.1% |
| 6M | +13.8% | +14.6% | -0.8% | -9.5% |
| YTD | -1.9% | +9.0% | -10.9% | -14.8% |
| 1Y | +11.6% | +14.9% | -3.2% | -10.1% |
| 3Y | +1,048.4% | +86.0% | +962.4% | +338.0% |
| 5Y | +554.4% | +76.7% | +477.7% | +188.9% |
| All | +1,735.1% | +141.9% | +1,593.2% | +520.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling