+5.2%
VCIT vs PLTU
+121.9%
-116.7%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.0% | -0.2% |
| 7D | -1.4% | +9.0% | -10.5% | -1.5% |
| 30D | +0.6% | -33.0% | +33.6% | +0.7% |
| 3M | -2.2% | -19.0% | +16.7% | -2.2% |
| 6M | -2.3% | +30.4% | -32.7% | -2.6% |
| YTD | -2.2% | -40.2% | +38.0% | -2.3% |
| 1Y | -1.4% | -37.8% | +36.4% | -1.5% |
| All | +5.2% | +121.9% | -116.7% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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