-13.5%
VFC vs PLTU
-25.0%
+11.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.1% |
| 7D | -2.3% | -0.8% | -1.6% | -2.4% |
| 30D | -13.4% | -8.8% | -4.6% | -13.1% |
| 3M | -23.7% | +41.7% | -65.4% | -26.4% |
| 6M | -24.5% | -9.3% | -15.2% | -25.4% |
| YTD | -27.8% | -35.2% | +7.4% | -27.7% |
| 1Y | -13.5% | -29.5% | +16.0% | -11.2% |
| All | -13.5% | -25.0% | +11.5% | -11.2% |
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