-8.2%
VFC vs PLTU
-18.5%
+10.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -9.0% | +11.4% | +2.9% |
| 7D | -1.6% | -13.6% | +12.0% | -0.9% |
| 30D | -11.6% | +16.7% | -28.3% | -12.8% |
| 3M | -18.1% | +29.6% | -47.7% | -20.4% |
| 6M | -27.4% | -0.1% | -27.2% | -28.7% |
| YTD | -24.8% | -31.5% | +6.7% | -25.0% |
| 1Y | -8.2% | -19.7% | +11.5% | -3.5% |
| All | -8.2% | -18.5% | +10.3% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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