+32.7%
VFC vs PLTU
-47.3%
+80.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.8% | -2.9% |
| 7D | -1.4% | +21.9% | -23.3% | -2.5% |
| 30D | +24.6% | -35.3% | +59.9% | +27.2% |
| 3M | +38.4% | -7.7% | +46.1% | +37.8% |
| 6M | +15.3% | +24.2% | -9.0% | +10.6% |
| YTD | +12.7% | -37.5% | +50.3% | +13.9% |
| 1Y | +32.7% | -43.6% | +76.2% | +35.6% |
| All | +32.7% | -47.3% | +80.0% | +35.6% |
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