-19.7%
PLTU vs VO
+15.8%
-35.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.2% | -8.8% | -8.4% |
| 7D | -13.6% | -0.3% | -13.3% | -12.6% |
| 30D | +16.7% | -0.3% | +17.0% | +18.6% |
| 3M | +29.6% | +2.9% | +26.6% | +23.3% |
| 6M | -0.1% | +9.3% | -9.5% | -19.3% |
| YTD | -31.5% | +14.2% | -45.7% | -52.0% |
| 1Y | -19.7% | +15.3% | -35.0% | -40.3% |
| All | -19.7% | +15.8% | -35.6% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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