+1.2%
VFC vs PLTU
+121.9%
-120.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.2% | +7.5% | +3.7% |
| 7D | +1.6% | +9.0% | -7.4% | +0.5% |
| 30D | +25.5% | -33.0% | +58.5% | +30.3% |
| 3M | +41.3% | -19.0% | +60.3% | +42.4% |
| 6M | +22.2% | +30.4% | -8.2% | +11.6% |
| YTD | +16.4% | -40.2% | +56.6% | +16.1% |
| 1Y | +38.4% | -37.8% | +76.2% | +36.5% |
| All | +1.2% | +121.9% | -120.8% | -27.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling