-11.2%
VG vs PLTD
-25.7%
+14.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +9.5% | -13.5% | -4.6% |
| 7D | -22.0% | +25.1% | -47.1% | -23.7% |
| 30D | -14.7% | +21.0% | -35.8% | -16.2% |
| 3M | -7.1% | -2.9% | -4.1% | -6.1% |
| 6M | -11.2% | -27.8% | +16.6% | -7.4% |
| All | -11.2% | -25.7% | +14.6% | -7.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling