+124.8%
VRT vs PLTD
-77.8%
+202.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.6% | -0.3% | +5.8% |
| 7D | +9.1% | +5.9% | +3.2% | +11.4% |
| 30D | +0.9% | -11.6% | +12.5% | -2.7% |
| 3M | -13.4% | -29.9% | +16.6% | -20.5% |
| 6M | +11.7% | -28.5% | +40.2% | +4.3% |
| YTD | +73.2% | -20.4% | +93.6% | +72.5% |
| 1Y | +123.4% | -33.3% | +156.7% | +110.9% |
| All | +124.8% | -77.8% | +202.6% | +36.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling