+112.0%
VSH vs PLTD
-33.9%
+145.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.6% | -0.2% | +5.1% |
| 7D | +4.1% | +5.9% | -1.9% | +5.1% |
| 30D | -4.2% | -11.6% | +7.4% | -6.0% |
| 3M | -50.0% | -29.9% | -20.0% | -51.6% |
| 6M | +80.2% | -28.5% | +108.7% | +75.3% |
| YTD | +121.1% | -20.4% | +141.5% | +124.5% |
| 1Y | +112.0% | -33.3% | +145.3% | +120.9% |
| All | +112.0% | -33.9% | +145.9% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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