+28.1%
PLTW vs VT
+26.3%
+1.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.5% | +4.2% |
| 7D | -16.8% | -2.3% | -14.5% | -11.9% |
| 30D | -22.4% | -5.0% | -17.4% | -12.1% |
| 3M | -0.4% | -4.9% | +4.5% | +12.6% |
| 6M | +16.3% | -1.5% | +17.8% | +21.9% |
| YTD | -19.7% | +8.5% | -28.2% | -34.4% |
| 1Y | -19.4% | +11.4% | -30.8% | -38.1% |
| All | +28.1% | +26.3% | +1.8% | -12.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling