+5.8%
VCIT vs PLTU
+103.5%
-97.7%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.1% | -7.2% | -0.1% |
| 7D | +0.1% | -25.3% | +25.4% | +0.2% |
| 30D | +1.9% | -34.5% | +36.4% | +2.0% |
| 3M | -1.4% | -3.4% | +1.9% | -1.5% |
| 6M | -2.1% | +12.4% | -14.5% | -2.3% |
| YTD | -1.6% | -45.1% | +43.5% | -1.7% |
| 1Y | -0.9% | -45.7% | +44.8% | -1.0% |
| All | +5.8% | +103.5% | -97.7% | +4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling