+2.6%
VMC vs PLTU
-47.9%
+50.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.5% | +9.1% | +4.6% |
| 7D | +12.3% | -24.5% | +36.9% | +12.3% |
| 30D | +21.2% | -20.2% | +41.4% | +21.2% |
| 3M | +4.6% | +3.1% | +1.5% | +4.4% |
| 6M | +3.9% | +8.7% | -4.9% | +3.6% |
| YTD | +5.0% | -36.2% | +41.2% | +6.8% |
| 1Y | +2.6% | -47.1% | +49.8% | +5.5% |
| All | +2.6% | -47.9% | +50.6% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling