-35.9%
VFC vs PLTU
+142.1%
-178.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.7% | +2.8% | -1.3% |
| 7D | +0.8% | -11.6% | +12.4% | +2.0% |
| 30D | -11.9% | -4.6% | -7.3% | -12.0% |
| 3M | -20.2% | +33.7% | -53.9% | -25.5% |
| 6M | -23.0% | -9.4% | -13.6% | -25.6% |
| YTD | -26.2% | -34.7% | +8.5% | -26.2% |
| 1Y | -13.3% | -23.2% | +9.9% | -18.0% |
| All | -35.9% | +142.1% | -178.0% | -53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling