-13.0%
VST vs PLTD
-76.4%
+63.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -3.2% | +13.7% | +9.7% |
| 7D | -9.8% | +13.7% | -23.6% | -6.3% |
| 30D | -25.1% | +18.4% | -43.6% | -21.0% |
| 3M | -11.6% | -7.5% | -4.1% | -12.3% |
| 6M | -20.9% | -31.3% | +10.4% | -26.7% |
| YTD | -22.3% | -15.4% | -6.9% | -19.6% |
| 1Y | -32.0% | -18.4% | -13.6% | -30.1% |
| All | -13.0% | -76.4% | +63.4% | -44.4% |
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