-35.1%
VFC vs PLTD
-77.3%
+42.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -1.3% |
| 7D | +0.8% | +4.5% | -3.7% | +2.0% |
| 30D | -11.9% | -0.7% | -11.2% | -11.9% |
| 3M | -20.2% | -31.0% | +10.9% | -25.4% |
| 6M | -23.0% | -24.8% | +1.8% | -25.3% |
| YTD | -26.2% | -18.6% | -7.7% | -26.0% |
| 1Y | -13.3% | -31.8% | +18.5% | -17.2% |
| All | -35.1% | -77.3% | +42.2% | -52.5% |
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