-51.4%
VG vs PLTD
-73.5%
+22.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.3% | -0.5% |
| 7D | -22.0% | +13.7% | -35.8% | -19.9% |
| 30D | -11.6% | +18.4% | -30.1% | -8.5% |
| 3M | -14.9% | -7.5% | -7.4% | -15.7% |
| 6M | -3.5% | -31.3% | +27.8% | -9.0% |
| YTD | +70.0% | -15.4% | +85.4% | +73.0% |
| 1Y | +50.0% | -18.4% | +68.4% | +52.0% |
| All | -51.4% | -73.5% | +22.1% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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