+84.9%
VSH vs PLTD
-77.3%
+162.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.4% | -0.6% |
| 7D | +6.2% | +4.5% | +1.7% | +7.2% |
| 30D | -11.1% | -0.7% | -10.4% | -11.2% |
| 3M | -44.9% | -31.0% | -13.9% | -47.9% |
| 6M | +90.0% | -24.8% | +114.8% | +84.6% |
| YTD | +118.8% | -18.6% | +137.4% | +118.9% |
| 1Y | +109.0% | -31.8% | +140.8% | +102.6% |
| All | +84.9% | -77.3% | +162.2% | +37.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling