-44.6%
VG vs PLTD
-74.8%
+30.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -0.5% |
| 7D | +14.0% | -4.8% | +18.7% | +13.0% |
| 30D | -1.0% | +16.9% | -17.8% | +2.3% |
| 3M | -2.7% | +2.6% | -5.3% | -1.6% |
| 6M | +1.5% | -36.2% | +37.7% | -5.8% |
| YTD | +93.7% | -19.4% | +113.1% | +95.5% |
| 1Y | +68.5% | -22.5% | +91.1% | +68.5% |
| All | -44.6% | -74.8% | +30.2% | -59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling