-6.8%
VST vs PLTU
+131.7%
-138.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.9% |
| 7D | +19.2% | +21.9% | -2.8% | +16.1% |
| 30D | -17.2% | -35.3% | +18.1% | -12.7% |
| 3M | -8.1% | -7.7% | -0.4% | -8.3% |
| 6M | -8.1% | +24.2% | -32.4% | -16.1% |
| YTD | -16.3% | -37.5% | +21.3% | -15.5% |
| 1Y | -24.1% | -43.6% | +19.5% | -22.3% |
| All | -6.8% | +131.7% | -138.5% | -42.8% |
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