+124.5%
PLTU vs VEU
+50.2%
+74.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -3.6% |
| 7D | -11.6% | +1.7% | -13.3% | -15.5% |
| 30D | -4.6% | +1.0% | -5.6% | -7.3% |
| 3M | +33.7% | +5.6% | +28.1% | +13.9% |
| 6M | -9.4% | +13.7% | -23.1% | -42.5% |
| YTD | -34.7% | +17.7% | -52.4% | -65.8% |
| 1Y | -23.2% | +25.8% | -49.0% | -68.8% |
| All | +124.5% | +50.2% | +74.3% | -51.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling