-13.9%
VMC vs PLTU
-25.0%
+11.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.3% |
| 7D | -5.3% | -0.8% | -4.6% | -5.3% |
| 30D | -12.3% | -8.8% | -3.5% | -12.2% |
| 3M | -10.3% | +41.7% | -51.9% | -10.3% |
| 6M | -8.6% | -9.3% | +0.7% | -8.5% |
| YTD | -11.9% | -35.2% | +23.4% | -10.9% |
| 1Y | -13.9% | -29.5% | +15.6% | -12.6% |
| All | -13.9% | -25.0% | +11.1% | -12.6% |
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