+86.9%
VSH vs PLTD
-77.8%
+164.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.6% | -0.2% | +5.4% |
| 7D | +4.1% | +5.9% | -1.9% | +5.4% |
| 30D | -4.2% | -11.6% | +7.4% | -6.5% |
| 3M | -50.0% | -29.9% | -20.0% | -52.4% |
| 6M | +80.2% | -28.5% | +108.7% | +73.0% |
| YTD | +121.1% | -20.4% | +141.5% | +120.1% |
| 1Y | +112.0% | -33.3% | +145.3% | +104.6% |
| All | +86.9% | -77.8% | +164.7% | +38.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling