+28.4%
VT vs PLTD
-75.6%
+104.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +9.5% | -13.6% | -2.9% |
| 7D | -4.2% | +25.1% | -29.2% | -1.5% |
| 30D | -5.8% | +21.0% | -26.8% | -3.4% |
| 3M | -5.2% | -2.9% | -2.3% | -5.1% |
| 6M | +0.1% | -27.8% | +27.9% | -2.1% |
| YTD | +8.2% | -12.6% | +20.8% | +9.6% |
| 1Y | +10.1% | -9.8% | +20.0% | +12.4% |
| All | +28.4% | -75.6% | +104.1% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling