+109.6%
VRT vs PLTU
-25.0%
+134.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.8% | -8.8% | -9.6% |
| 7D | +2.4% | -0.8% | +3.2% | +2.3% |
| 30D | -2.7% | -8.8% | +6.1% | -2.4% |
| 3M | -9.2% | +41.7% | -50.8% | -12.8% |
| 6M | -0.5% | -9.3% | +8.8% | -0.3% |
| YTD | +62.3% | -35.2% | +97.6% | +72.6% |
| 1Y | +109.6% | -29.5% | +139.1% | +120.4% |
| All | +109.6% | -25.0% | +134.6% | +120.4% |
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