+81.8%
VSH vs PLTU
+140.2%
-58.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.8% |
| 7D | +3.5% | -0.8% | +4.3% | +3.3% |
| 30D | -4.4% | -8.8% | +4.4% | -4.0% |
| 3M | -45.8% | +41.7% | -87.5% | -49.0% |
| 6M | +90.1% | -9.3% | +99.4% | +84.4% |
| YTD | +120.3% | -35.2% | +155.6% | +120.1% |
| 1Y | +112.2% | -29.5% | +141.7% | +106.8% |
| All | +81.8% | +140.2% | -58.4% | +33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling