+6.8%
VRT vs PLTD
-18.6%
+25.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -5.5% | +15.1% | +8.7% |
| 7D | -10.6% | +4.2% | -14.8% | -9.8% |
| 30D | -17.4% | +20.8% | -38.3% | -15.3% |
| 3M | -26.4% | -2.6% | -23.8% | -25.7% |
| 6M | -41.0% | -33.1% | -7.9% | -41.4% |
| YTD | +23.8% | -20.0% | +43.9% | +35.7% |
| All | +6.8% | -18.6% | +25.5% | +28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling