+84.2%
VIK vs PLTD
-77.2%
+161.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.4% |
| 7D | -0.8% | -0.9% | +0.1% | -0.9% |
| 30D | -18.0% | +1.3% | -19.4% | -17.7% |
| 3M | -5.8% | -32.9% | +27.1% | -11.0% |
| 6M | +17.2% | -24.9% | +42.0% | +14.6% |
| YTD | +19.1% | -18.2% | +37.4% | +19.9% |
| 1Y | +33.6% | -28.7% | +62.3% | +30.8% |
| All | +84.2% | -77.2% | +161.4% | +34.9% |
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