-51.4%
VG vs PLTU
+67.2%
-118.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.1% | -7.0% | -0.6% |
| 7D | -22.0% | -25.3% | +3.3% | -20.0% |
| 30D | -11.6% | -34.5% | +22.8% | -8.6% |
| 3M | -14.9% | -3.4% | -11.5% | -15.8% |
| 6M | -3.5% | +12.4% | -15.9% | -9.2% |
| YTD | +70.0% | -45.1% | +115.1% | +72.2% |
| 1Y | +50.0% | -45.7% | +95.7% | +50.7% |
| All | -51.4% | +67.2% | -118.6% | -64.9% |
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