+123.3%
VRT vs PLTU
+154.0%
-30.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -9.0% | +13.4% | +5.8% |
| 7D | +9.1% | -13.6% | +22.7% | +11.3% |
| 30D | +0.9% | +16.7% | -15.7% | -2.8% |
| 3M | -13.4% | +29.6% | -42.9% | -20.7% |
| 6M | +11.7% | -0.1% | +11.8% | +3.9% |
| YTD | +73.2% | -31.5% | +104.7% | +71.7% |
| 1Y | +123.4% | -19.7% | +143.2% | +107.9% |
| All | +123.3% | +154.0% | -30.7% | +31.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling