-49.4%
VG vs PLTU
+84.7%
-134.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | -7.7% | -9.2% | +1.5% | -7.0% |
| 30D | -8.8% | -37.3% | +28.5% | -5.3% |
| 3M | -15.6% | -14.7% | -1.0% | -15.4% |
| 6M | +5.2% | +17.3% | -12.0% | -1.0% |
| YTD | +76.9% | -39.4% | +116.3% | +77.5% |
| 1Y | +42.5% | -50.6% | +93.1% | +47.1% |
| All | -49.4% | +84.7% | -134.1% | -63.8% |
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