+5.7%
VCIT vs PLTD
-78.0%
+83.8%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | -1.4% | -9.8% | +8.4% | -1.5% |
| 30D | +0.8% | +18.9% | -18.1% | +0.9% |
| 3M | -1.7% | -4.2% | +2.5% | -1.8% |
| 6M | -2.1% | -34.8% | +32.8% | -2.3% |
| YTD | -2.0% | -21.1% | +19.1% | -2.1% |
| 1Y | -1.5% | -19.3% | +17.8% | -1.6% |
| All | +5.7% | -78.0% | +83.8% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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