+3.4%
VFC vs PLTD
-77.7%
+81.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.5% | +8.1% | +1.4% |
| 7D | +7.7% | +4.2% | +3.4% | +8.9% |
| 30D | +39.2% | +20.8% | +18.4% | +45.8% |
| 3M | +40.3% | -2.6% | +42.8% | +40.1% |
| 6M | +11.4% | -33.1% | +44.5% | +3.7% |
| YTD | +17.5% | -20.0% | +37.6% | +17.7% |
| 1Y | +45.9% | -21.6% | +67.5% | +45.9% |
| All | +3.4% | -77.7% | +81.1% | -24.5% |
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