+15.4%
VT vs PLTD
-16.1%
+31.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +1.9% |
| 7D | -0.3% | +14.4% | -14.7% | +0.8% |
| 30D | -1.4% | +8.6% | -10.1% | -0.6% |
| 3M | -1.4% | -9.2% | +7.8% | -1.8% |
| 6M | +5.5% | -29.5% | +35.0% | +4.1% |
| YTD | +12.8% | -20.2% | +33.0% | +13.9% |
| 1Y | +15.4% | -16.5% | +31.9% | +18.0% |
| All | +15.4% | -16.1% | +31.5% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling