-36.0%
PLTU vs VO
+12.4%
-48.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -1.7% |
| 7D | -17.7% | -2.5% | -15.2% | -11.3% |
| 30D | -12.5% | -3.2% | -9.3% | -3.3% |
| 3M | +39.5% | +3.9% | +35.6% | +30.8% |
| 6M | -7.0% | +9.6% | -16.6% | -25.4% |
| YTD | -38.1% | +11.6% | -49.6% | -53.6% |
| 1Y | -36.0% | +12.6% | -48.6% | -48.8% |
| All | -36.0% | +12.4% | -48.4% | -48.8% |
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