+114.8%
PLTU vs VLTO
+11.2%
+103.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.1% |
| 7D | +21.9% | +0.8% | +21.1% | +21.1% |
| 30D | -35.3% | +18.7% | -54.0% | -47.0% |
| 3M | -7.7% | +21.7% | -29.4% | -26.4% |
| 6M | +24.2% | +35.8% | -11.6% | -14.1% |
| YTD | -37.5% | +18.3% | -55.8% | -47.0% |
| 1Y | -43.6% | +20.9% | -64.5% | -54.4% |
| All | +114.8% | +11.2% | +103.6% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling