+131.5%
VRT vs PLTU
+142.1%
-10.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.7% | +8.3% | +4.4% |
| 7D | +13.6% | -11.6% | +25.2% | +15.4% |
| 30D | +6.8% | -4.6% | +11.4% | +6.7% |
| 3M | -3.2% | +33.7% | -36.9% | -12.2% |
| 6M | +20.3% | -9.4% | +29.7% | +14.2% |
| YTD | +79.6% | -34.7% | +114.3% | +79.3% |
| 1Y | +139.0% | -23.2% | +162.2% | +123.9% |
| All | +131.5% | +142.1% | -10.6% | +36.9% |
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