+66.9%
VRT vs PLTU
+131.7%
-64.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.7% |
| 7D | +18.6% | +21.9% | -3.3% | +14.7% |
| 30D | -11.7% | -35.3% | +23.6% | -5.2% |
| 3M | -27.3% | -7.7% | -19.6% | -27.1% |
| 6M | -42.9% | +24.2% | -67.1% | -48.4% |
| YTD | +29.5% | -37.5% | +67.0% | +29.8% |
| 1Y | +21.0% | -43.6% | +64.6% | +23.9% |
| All | +66.9% | +131.7% | -64.7% | -0.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling