+17.6%
VEEV vs PLTU
+154.0%
-136.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.0% | +5.8% | -2.5% |
| 7D | -0.6% | -13.6% | +13.0% | +0.6% |
| 30D | +28.8% | +16.7% | +12.2% | +26.9% |
| 3M | +54.0% | +29.6% | +24.5% | +47.8% |
| 6M | +46.0% | -0.1% | +46.1% | +41.5% |
| YTD | +23.2% | -31.5% | +54.7% | +21.1% |
| 1Y | +1.9% | -19.7% | +21.6% | -1.2% |
| All | +17.6% | +154.0% | -136.4% | +2.5% |
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 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