+105.7%
PLTU vs VLTO
+11.9%
+93.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.6% | -4.9% | -4.8% |
| 7D | +9.0% | +1.0% | +8.0% | +8.1% |
| 30D | -33.0% | +17.5% | -50.5% | -44.3% |
| 3M | -19.0% | +21.4% | -40.4% | -35.2% |
| 6M | +30.4% | +38.1% | -7.7% | -11.8% |
| YTD | -40.2% | +19.0% | -59.2% | -49.5% |
| 1Y | -37.8% | +20.7% | -58.5% | -49.3% |
| All | +105.7% | +11.9% | +93.8% | +55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling