+36.8%
VT vs PLTD
-77.8%
+114.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.7% | +0.5% |
| 7D | +0.4% | +5.9% | -5.5% | +1.2% |
| 30D | +1.0% | -11.6% | +12.6% | -0.3% |
| 3M | +2.4% | -29.9% | +32.3% | -0.6% |
| 6M | +12.0% | -28.5% | +40.5% | +9.6% |
| YTD | +15.3% | -20.4% | +35.7% | +15.2% |
| 1Y | +22.6% | -33.3% | +55.8% | +19.9% |
| All | +36.8% | -77.8% | +114.7% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling