-44.1%
VG vs PLTU
+90.4%
-134.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.1% | +5.9% | +4.8% |
| 7D | +15.1% | +21.9% | -6.8% | +12.9% |
| 30D | -4.2% | -35.3% | +31.1% | -0.8% |
| 3M | -3.1% | -7.7% | +4.6% | -3.5% |
| 6M | +0.3% | +24.2% | -23.9% | -6.2% |
| YTD | +95.5% | -37.5% | +133.0% | +95.6% |
| 1Y | +64.4% | -43.6% | +108.0% | +66.2% |
| All | -44.1% | +90.4% | -134.4% | -60.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling