+13.8%
VRT vs PLTU
-47.9%
+61.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -4.5% | -8.4% | -12.6% |
| 7D | -15.4% | -24.5% | +9.1% | -13.9% |
| 30D | -19.0% | -20.2% | +1.2% | -17.7% |
| 3M | -23.8% | +3.1% | -26.9% | -24.0% |
| 6M | -37.9% | +8.7% | -46.6% | -38.1% |
| YTD | +27.0% | -36.2% | +63.2% | +36.7% |
| 1Y | +13.8% | -47.1% | +60.9% | +29.1% |
| All | +13.8% | -47.9% | +61.7% | +29.1% |
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