+22.3%
PLTW vs VT
+26.0%
-3.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | -4.1% | -7.7% | -2.5% |
| 7D | -26.5% | -4.2% | -22.3% | -18.5% |
| 30D | -24.9% | -5.8% | -19.1% | -13.3% |
| 3M | -6.5% | -5.2% | -1.3% | +6.6% |
| 6M | +8.9% | +0.1% | +8.8% | +9.4% |
| YTD | -23.3% | +8.2% | -31.5% | -37.1% |
| 1Y | -29.8% | +10.1% | -39.9% | -44.4% |
| All | +22.3% | +26.0% | -3.7% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling