+16.8%
VRTX vs PLTU
+103.5%
-86.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.1% | -6.2% | +0.7% |
| 7D | -2.1% | -25.3% | +23.2% | -1.5% |
| 30D | +8.2% | -34.5% | +42.7% | +9.0% |
| 3M | +13.0% | -3.4% | +16.4% | +12.7% |
| 6M | +27.9% | +12.4% | +15.5% | +26.5% |
| YTD | +20.7% | -45.1% | +65.8% | +20.7% |
| 1Y | +31.4% | -45.7% | +77.1% | +31.3% |
| All | +16.8% | +103.5% | -86.7% | +9.4% |
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 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