+122.7%
PLTU vs VIG
+21.9%
+100.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | +1.2% |
| 7D | -0.8% | -1.2% | +0.4% | +4.4% |
| 30D | -8.8% | -2.8% | -6.0% | +2.3% |
| 3M | +41.7% | +2.5% | +39.2% | +32.4% |
| 6M | -9.3% | +8.1% | -17.4% | -31.7% |
| YTD | -35.2% | +9.6% | -44.8% | -54.3% |
| 1Y | -29.5% | +14.2% | -43.6% | -57.3% |
| All | +122.7% | +21.9% | +100.8% | +15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling