+133.0%
VRT vs PLTD
-77.3%
+210.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +4.4% |
| 7D | +13.6% | +4.5% | +9.1% | +15.4% |
| 30D | +6.8% | -0.7% | +7.5% | +6.8% |
| 3M | -3.2% | -31.0% | +27.8% | -12.1% |
| 6M | +20.3% | -24.8% | +45.2% | +14.6% |
| YTD | +79.6% | -18.6% | +98.1% | +80.1% |
| 1Y | +139.0% | -31.8% | +170.8% | +127.0% |
| All | +133.0% | -77.3% | +210.3% | +42.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling