+37.2%
VSH vs PLTD
-76.4%
+113.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.2% | +8.9% | +5.0% |
| 7D | -12.9% | +13.7% | -26.7% | -9.8% |
| 30D | -36.9% | +18.4% | -55.3% | -33.6% |
| 3M | -28.8% | -7.5% | -21.3% | -28.7% |
| 6M | -30.3% | -31.3% | +1.0% | -33.1% |
| YTD | +62.4% | -15.4% | +77.8% | +66.2% |
| 1Y | +62.5% | -18.4% | +80.9% | +66.0% |
| All | +37.2% | -76.4% | +113.7% | +4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling