-33.1%
PLTU vs VYM
+18.4%
-51.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | -0.1% |
| 7D | -8.1% | -0.8% | -7.3% | -6.2% |
| 30D | -7.0% | -2.2% | -4.8% | -1.3% |
| 3M | +40.0% | +3.1% | +36.9% | +34.8% |
| 6M | -6.0% | +9.7% | -15.7% | -22.3% |
| YTD | -37.1% | +14.9% | -52.0% | -54.0% |
| 1Y | -33.1% | +17.6% | -50.7% | -55.3% |
| All | -33.1% | +18.4% | -51.6% | -55.3% |
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