-47.1%
PLTU vs VYM
+21.8%
-68.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.7% | -7.1% |
| 7D | -24.5% | +1.2% | -25.7% | -26.3% |
| 30D | -20.2% | +5.2% | -25.4% | -29.0% |
| 3M | +3.1% | +0.5% | +2.5% | +2.9% |
| 6M | +8.7% | +7.7% | +1.0% | -4.3% |
| YTD | -36.2% | +17.2% | -53.4% | -56.9% |
| 1Y | -47.1% | +21.7% | -68.8% | -70.5% |
| All | -47.1% | +21.8% | -68.9% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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