-13.3%
VFC vs PLTD
-32.3%
+19.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -1.6% |
| 7D | +0.8% | +4.5% | -3.7% | +1.4% |
| 30D | -11.9% | -0.7% | -11.2% | -11.9% |
| 3M | -20.2% | -31.0% | +10.9% | -22.6% |
| 6M | -23.0% | -24.8% | +1.8% | -23.7% |
| YTD | -26.2% | -18.6% | -7.7% | -26.0% |
| 1Y | -13.3% | -31.8% | +18.5% | -10.2% |
| All | -13.3% | -32.3% | +19.0% | -10.2% |
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