+90.7%
VIK vs PLTD
-77.3%
+168.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +3.0% |
| 7D | +3.6% | +4.5% | -0.9% | +4.5% |
| 30D | -16.7% | -0.7% | -16.0% | -16.7% |
| 3M | -1.1% | -31.0% | +30.0% | -6.0% |
| 6M | +27.8% | -24.8% | +52.6% | +25.1% |
| YTD | +23.3% | -18.6% | +41.9% | +24.1% |
| 1Y | +38.2% | -31.8% | +70.0% | +33.5% |
| All | +90.7% | -77.3% | +168.0% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling