+52.9%
VGT vs PLTD
-77.2%
+130.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | 0.0% |
| 7D | +1.5% | -0.9% | +2.4% | +1.4% |
| 30D | +0.5% | +1.3% | -0.8% | +1.1% |
| 3M | +5.3% | -32.9% | +38.1% | -1.7% |
| 6M | +32.4% | -24.9% | +57.3% | +28.8% |
| YTD | +28.6% | -18.2% | +46.8% | +28.9% |
| 1Y | +37.6% | -28.7% | +66.3% | +34.8% |
| All | +52.9% | -77.2% | +130.2% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 5y: compounded portfolio wealth divided by compounded PLTD 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…
5y analysis · Full analysis span regression · 6 months rolling