-10.0%
PLTR vs VYM
+21.8%
-31.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -3.4% |
| 7D | -12.8% | +1.2% | -13.9% | -13.8% |
| 30D | -9.3% | +5.2% | -14.6% | -14.4% |
| 3M | +5.6% | +0.5% | +5.0% | +5.5% |
| 6M | +17.6% | +7.7% | +9.9% | +10.3% |
| YTD | -3.4% | +17.2% | -20.6% | -20.2% |
| 1Y | -10.0% | +21.7% | -31.6% | -32.6% |
| All | -10.0% | +21.8% | -31.8% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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