+63.4%
VSH vs PLTU
-47.9%
+111.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.5% | -0.6% | -4.7% |
| 7D | -13.6% | -24.5% | +10.9% | -11.5% |
| 30D | -30.4% | -20.2% | -10.2% | -28.9% |
| 3M | -33.3% | +3.1% | -36.3% | -33.6% |
| 6M | -15.1% | +8.7% | -23.8% | -16.9% |
| YTD | +80.2% | -36.2% | +116.5% | +86.5% |
| 1Y | +63.4% | -47.1% | +110.5% | +75.0% |
| All | +63.4% | -47.9% | +111.3% | +75.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling