+46.0%
VFC vs PLTD
-18.6%
+64.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.5% | +8.1% | +2.0% |
| 7D | +7.7% | +4.2% | +3.4% | +8.2% |
| 30D | +39.2% | +20.8% | +18.4% | +42.1% |
| 3M | +40.3% | -2.6% | +42.8% | +40.1% |
| 6M | +11.4% | -33.1% | +44.5% | +7.8% |
| YTD | +17.5% | -20.0% | +37.6% | +18.5% |
| All | +46.0% | -18.6% | +64.6% | +50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling