-19.7%
PLTU vs VEU
+28.8%
-48.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +0.5% | -9.6% | -9.9% |
| 7D | -13.6% | +1.1% | -14.7% | -15.1% |
| 30D | +16.7% | +2.2% | +14.5% | +12.9% |
| 3M | +29.6% | +3.0% | +26.6% | +24.5% |
| 6M | -0.1% | +10.9% | -11.0% | -16.6% |
| YTD | -31.5% | +18.2% | -49.7% | -55.3% |
| 1Y | -19.7% | +28.3% | -48.0% | -47.7% |
| All | -19.7% | +28.8% | -48.5% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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