+116.3%
PLTU vs VEU
+48.7%
+67.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.5% | -1.3% |
| 7D | -8.1% | -1.4% | -6.7% | -4.3% |
| 30D | -7.0% | -0.4% | -6.6% | -5.9% |
| 3M | +40.0% | +2.5% | +37.5% | +30.2% |
| 6M | -6.0% | +11.1% | -17.1% | -35.6% |
| YTD | -37.1% | +16.5% | -53.6% | -66.1% |
| 1Y | -33.1% | +22.9% | -56.1% | -70.4% |
| All | +116.3% | +48.7% | +67.6% | -52.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling