+180.7%
PLTY vs VT
+40.8%
+140.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.3% |
| 7D | -5.6% | +0.4% | -6.1% | -6.3% |
| 30D | +8.4% | +1.0% | +7.4% | +6.9% |
| 3M | +22.1% | +2.4% | +19.8% | +18.1% |
| 6M | +18.6% | +12.0% | +6.6% | -1.7% |
| YTD | +5.1% | +15.3% | -10.2% | -17.6% |
| 1Y | +14.6% | +22.6% | -8.0% | -19.1% |
| All | +180.7% | +40.8% | +140.0% | +67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling