-39.3%
VG vs PLTU
+108.7%
-148.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.0% | +8.6% | +0.4% |
| 7D | +1.7% | -13.6% | +15.3% | +2.8% |
| 30D | +16.0% | +16.7% | -0.7% | +13.4% |
| 3M | +9.7% | +29.6% | -19.8% | +4.0% |
| 6M | +29.6% | -0.1% | +29.7% | +24.4% |
| YTD | +112.0% | -31.5% | +143.5% | +111.8% |
| 1Y | +12.8% | -19.7% | +32.5% | +7.0% |
| All | -39.3% | +108.7% | -148.1% | -56.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling