+28.2%
VRT vs PLTU
-41.9%
+70.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.6% |
| 7D | +18.6% | +21.9% | -3.3% | +16.8% |
| 30D | -11.7% | -35.3% | +23.6% | -9.9% |
| 3M | -27.3% | -7.7% | -19.6% | -26.9% |
| 6M | -42.9% | +24.2% | -67.1% | -43.4% |
| YTD | +29.5% | -37.5% | +67.0% | +39.8% |
| All | +28.2% | -41.9% | +70.1% | +32.8% |
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