-33.9%
VFC vs PLTD
-77.8%
+44.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.3% | +3.5% |
| 7D | -1.6% | +5.9% | -7.5% | -0.1% |
| 30D | -11.6% | -11.6% | 0.0% | -13.9% |
| 3M | -18.1% | -29.9% | +11.8% | -23.1% |
| 6M | -27.4% | -28.5% | +1.2% | -30.6% |
| YTD | -24.8% | -20.4% | -4.4% | -25.0% |
| 1Y | -8.2% | -33.3% | +25.1% | -12.8% |
| All | -33.9% | -77.8% | +44.0% | -51.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling