+3.9%
VST vs PLTD
-77.8%
+81.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.6% | -1.1% | +4.7% |
| 7D | +8.9% | +5.9% | +3.0% | +10.6% |
| 30D | +6.2% | -11.6% | +17.8% | +3.0% |
| 3M | -2.7% | -29.9% | +27.2% | -9.8% |
| 6M | -8.4% | -28.5% | +20.2% | -13.2% |
| YTD | -7.2% | -20.4% | +13.2% | -6.6% |
| 1Y | -20.9% | -33.3% | +12.4% | -24.7% |
| All | +3.9% | -77.8% | +81.7% | -35.3% |
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 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