-51.4%
VG vs PLTU
+56.2%
-107.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -19.6% | +15.6% | -2.2% |
| 7D | -22.0% | -39.1% | +17.1% | -18.5% |
| 30D | -14.7% | -37.6% | +22.9% | -11.3% |
| 3M | -7.1% | -12.7% | +5.6% | -7.2% |
| 6M | -11.2% | +1.7% | -12.9% | -15.4% |
| YTD | +69.8% | -48.8% | +118.6% | +73.2% |
| 1Y | +49.9% | -56.2% | +106.0% | +55.3% |
| All | -51.4% | +56.2% | -107.6% | -64.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling