+108.4%
PLTU vs VO
+20.4%
+88.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.5% |
| 7D | -9.2% | -0.2% | -9.0% | -6.8% |
| 30D | -37.3% | +0.5% | -37.8% | -36.7% |
| 3M | -14.7% | -1.1% | -13.6% | -8.6% |
| 6M | +17.3% | +6.4% | +10.9% | -1.2% |
| YTD | -39.4% | +13.5% | -53.0% | -60.8% |
| 1Y | -50.6% | +13.6% | -64.1% | -67.5% |
| All | +108.4% | +20.4% | +88.0% | +31.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling