+122.7%
PLTU vs VICR
+243.7%
-121.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | +0.7% |
| 7D | -0.8% | +1.3% | -2.0% | -1.5% |
| 30D | -8.8% | -11.9% | +3.1% | -6.6% |
| 3M | +41.7% | -35.1% | +76.8% | +51.8% |
| 6M | -9.3% | +8.1% | -17.4% | -31.1% |
| YTD | -35.2% | +67.8% | -103.0% | -63.2% |
| 1Y | -29.5% | +267.3% | -296.8% | -77.1% |
| All | +122.7% | +243.7% | -121.0% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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