+46.6%
VRT vs PLTD
-76.4%
+123.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.2% | +6.7% | +2.4% |
| 7D | -21.4% | +13.7% | -35.1% | -17.3% |
| 30D | -25.8% | +18.4% | -44.3% | -20.5% |
| 3M | -33.5% | -7.5% | -26.1% | -33.9% |
| 6M | -49.0% | -31.3% | -17.7% | -53.0% |
| YTD | +12.9% | -15.4% | +28.3% | +16.6% |
| 1Y | 0.0% | -18.4% | +18.4% | +3.3% |
| All | +46.6% | -76.4% | +123.0% | -8.1% |
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 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