-34.7%
VFC vs PLTU
+154.0%
-188.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -9.0% | +11.4% | +3.4% |
| 7D | -1.6% | -13.6% | +12.0% | -0.2% |
| 30D | -11.6% | +16.7% | -28.3% | -14.0% |
| 3M | -18.1% | +29.6% | -47.7% | -23.2% |
| 6M | -27.4% | -0.1% | -27.2% | -30.8% |
| YTD | -24.8% | -31.5% | +6.7% | -25.3% |
| 1Y | -8.2% | -19.7% | +11.5% | -13.6% |
| All | -34.7% | +154.0% | -188.7% | -53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling