+124.5%
PLTU vs VO
+20.4%
+104.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -2.6% |
| 7D | -11.6% | +0.6% | -12.2% | -13.2% |
| 30D | -4.6% | -1.1% | -3.6% | -0.4% |
| 3M | +33.7% | +4.5% | +29.2% | +16.5% |
| 6M | -9.4% | +11.1% | -20.5% | -37.1% |
| YTD | -34.7% | +13.5% | -48.3% | -58.8% |
| 1Y | -23.2% | +14.5% | -37.7% | -51.9% |
| All | +124.5% | +20.4% | +104.1% | +38.6% |
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