+60.9%
VRT vs PLTU
+121.9%
-61.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.2% | +0.6% | -2.9% |
| 7D | +10.5% | +9.0% | +1.5% | +9.0% |
| 30D | -9.3% | -33.0% | +23.7% | -3.2% |
| 3M | -29.6% | -19.0% | -10.6% | -27.8% |
| 6M | -45.4% | +30.4% | -75.8% | -51.1% |
| YTD | +24.8% | -40.2% | +65.0% | +26.1% |
| 1Y | +23.6% | -37.8% | +61.4% | +23.2% |
| All | +60.9% | +121.9% | -61.0% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling