-19.7%
PLTU vs VYM
+21.4%
-41.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.4% | -8.6% | -8.0% |
| 7D | -13.6% | 0.0% | -13.6% | -13.5% |
| 30D | +16.7% | -0.5% | +17.2% | +18.7% |
| 3M | +29.6% | +3.0% | +26.5% | +24.4% |
| 6M | -0.1% | +8.2% | -8.3% | -14.8% |
| YTD | -31.5% | +15.8% | -47.3% | -50.6% |
| 1Y | -19.7% | +20.8% | -40.6% | -45.6% |
| All | -19.7% | +21.4% | -41.2% | -45.6% |
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