+135.5%
PLTU vs VT
+36.2%
+99.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | 0.0% | -9.0% | -8.9% |
| 7D | -13.6% | +0.4% | -14.0% | -14.8% |
| 30D | +16.7% | +1.0% | +15.7% | +13.5% |
| 3M | +29.6% | +2.4% | +27.2% | +20.3% |
| 6M | -0.1% | +12.0% | -12.1% | -37.8% |
| YTD | -31.5% | +15.3% | -46.8% | -62.7% |
| 1Y | -19.7% | +22.6% | -42.3% | -65.3% |
| All | +135.5% | +36.2% | +99.3% | -9.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling