+88.7%
PLTU vs VLTO
+10.8%
+77.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.5% | +6.6% | +6.6% |
| 7D | -25.3% | +5.4% | -30.7% | -29.2% |
| 30D | -34.5% | +22.3% | -56.8% | -48.3% |
| 3M | -3.4% | +19.6% | -23.0% | -21.4% |
| 6M | +12.4% | +35.2% | -22.8% | -22.0% |
| YTD | -45.1% | +17.9% | -63.0% | -53.3% |
| 1Y | -45.7% | +19.5% | -65.2% | -55.4% |
| All | +88.7% | +10.8% | +77.8% | +44.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling