-19.7%
PLTU vs VLTO
-8.3%
-11.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.6% | -7.4% | -8.1% |
| 7D | -13.6% | -2.3% | -11.3% | -12.3% |
| 30D | +16.7% | -0.9% | +17.5% | +17.5% |
| 3M | +29.6% | +13.8% | +15.7% | +23.4% |
| 6M | -0.1% | +2.0% | -2.1% | +2.2% |
| YTD | -31.5% | -3.2% | -28.3% | -29.8% |
| 1Y | -19.7% | -9.2% | -10.6% | -20.4% |
| All | -19.7% | -8.3% | -11.4% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling