-87.3%
PLTZ vs VT
+29.1%
-116.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +9.4% |
| 7D | +29.2% | -0.3% | +29.5% | +28.2% |
| 30D | +14.2% | -1.4% | +15.6% | +10.6% |
| 3M | -25.5% | -1.4% | -24.1% | -26.9% |
| 6M | -67.4% | +5.5% | -72.9% | -58.6% |
| YTD | -64.3% | +12.8% | -77.2% | -41.0% |
| 1Y | -63.6% | +15.4% | -79.0% | -30.9% |
| All | -87.3% | +29.1% | -116.4% | -69.6% |
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