+113.0%
PLTU vs VIG
+21.3%
+91.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -2.6% |
| 7D | -17.7% | -2.2% | -15.5% | -10.0% |
| 30D | -12.5% | -3.2% | -9.3% | -0.2% |
| 3M | +39.5% | +3.0% | +36.4% | +27.8% |
| 6M | -7.0% | +8.1% | -15.1% | -30.1% |
| YTD | -38.1% | +9.1% | -47.1% | -55.4% |
| 1Y | -36.0% | +12.6% | -48.6% | -59.0% |
| All | +113.0% | +21.3% | +91.6% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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