+45.6%
VRT vs PLTU
+103.5%
-57.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +7.1% | -3.6% | +2.3% |
| 7D | -21.4% | -25.3% | +4.0% | -17.3% |
| 30D | -25.8% | -34.5% | +8.7% | -20.6% |
| 3M | -33.5% | -3.4% | -30.2% | -34.2% |
| 6M | -49.0% | +12.4% | -61.4% | -53.3% |
| YTD | +12.9% | -45.1% | +58.1% | +15.7% |
| 1Y | 0.0% | -45.7% | +45.7% | +2.0% |
| All | +45.6% | +103.5% | -57.9% | -11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling