+531.1%
PLTR vs VYM
+75.8%
+455.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.6% | -1.2% |
| 7D | -9.1% | -1.9% | -7.3% | -6.0% |
| 30D | -5.2% | -2.6% | -2.6% | -0.6% |
| 3M | +27.4% | +3.6% | +23.8% | +20.3% |
| 6M | +9.7% | +8.7% | +1.1% | -5.4% |
| YTD | -6.7% | +14.1% | -20.8% | -26.7% |
| 1Y | -0.5% | +17.8% | -18.3% | -26.2% |
| 3Y | +996.2% | +64.5% | +931.7% | +362.4% |
| 5Y | +531.1% | +77.5% | +453.6% | +154.2% |
| All | +531.1% | +75.8% | +455.4% | +154.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling