-39.3%
VG vs PLTD
-75.1%
+35.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.1% | +0.4% |
| 7D | +1.7% | +5.9% | -4.2% | +2.9% |
| 30D | +16.0% | -11.6% | +27.6% | +13.4% |
| 3M | +9.7% | -29.9% | +39.7% | +4.1% |
| 6M | +29.6% | -28.5% | +58.1% | +24.6% |
| YTD | +112.0% | -20.4% | +132.4% | +112.4% |
| 1Y | +12.8% | -33.3% | +46.1% | +8.0% |
| All | -39.3% | -75.1% | +35.7% | -56.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling