+16.5%
VFC vs PLTU
+27.8%
-11.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.3% | -4.7% | -0.6% |
| 7D | -1.4% | -0.9% | -0.5% | -1.4% |
| 30D | +30.7% | -34.7% | +65.4% | +31.7% |
| 3M | +40.6% | -10.8% | +51.4% | +40.1% |
| 6M | +16.5% | +24.1% | -7.6% | +13.3% |
| All | +16.5% | +27.8% | -11.3% | +13.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling