+50.7%
VGT vs PLTU
+129.7%
-79.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.3% | -0.5% |
| 7D | -1.0% | -17.7% | +16.7% | +1.1% |
| 30D | -0.4% | -12.5% | +12.1% | +0.6% |
| 3M | +6.6% | +39.5% | -32.9% | -0.4% |
| 6M | +31.0% | -7.0% | +38.0% | +26.6% |
| YTD | +27.2% | -38.1% | +65.3% | +27.9% |
| 1Y | +34.5% | -36.0% | +70.4% | +32.3% |
| All | +50.7% | +129.7% | -79.0% | +11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling