+116.3%
PLTU vs VYM
+29.3%
+87.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | -0.8% |
| 7D | -8.1% | -0.8% | -7.3% | -5.4% |
| 30D | -7.0% | -2.2% | -4.8% | +0.9% |
| 3M | +40.0% | +3.1% | +36.9% | +28.4% |
| 6M | -6.0% | +9.7% | -15.7% | -32.0% |
| YTD | -37.1% | +14.9% | -52.0% | -62.2% |
| 1Y | -33.1% | +17.6% | -50.7% | -62.8% |
| All | +116.3% | +29.3% | +87.0% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling