-45.7%
PLTU vs VT
+10.5%
-56.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.2% | +6.9% | +6.4% |
| 7D | -25.3% | -2.3% | -23.0% | -18.5% |
| 30D | -34.5% | -5.0% | -29.5% | -21.5% |
| 3M | -3.4% | -4.9% | +1.5% | +16.0% |
| 6M | +12.4% | -1.5% | +13.9% | +25.5% |
| YTD | -45.1% | +8.5% | -53.6% | -58.0% |
| 1Y | -45.7% | +11.4% | -57.1% | -64.1% |
| All | -45.7% | +10.5% | -56.2% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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