-21.8%
VST vs PLTU
+90.0%
-111.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -19.6% | +13.5% | -3.5% |
| 7D | -19.9% | -39.1% | +19.2% | -14.7% |
| 30D | -29.7% | -37.6% | +7.9% | -25.5% |
| 3M | -19.6% | -12.7% | -6.8% | -19.4% |
| 6M | -29.4% | +1.7% | -31.1% | -33.8% |
| YTD | -29.7% | -48.8% | +19.0% | -27.2% |
| 1Y | -40.0% | -56.2% | +16.1% | -36.6% |
| All | -21.8% | +90.0% | -111.8% | -50.7% |
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