+11.4%
VT vs PLTD
-12.9%
+24.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | -0.1% |
| 7D | -2.3% | +13.7% | -16.1% | -1.2% |
| 30D | -5.0% | +18.4% | -23.4% | -3.4% |
| 3M | -4.9% | -7.5% | +2.6% | -5.0% |
| 6M | -1.5% | -31.3% | +29.8% | -3.1% |
| YTD | +8.5% | -15.4% | +23.9% | +10.2% |
| 1Y | +11.4% | -18.4% | +29.8% | +12.7% |
| All | +11.4% | -12.9% | +24.2% | +12.7% |
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