+13.3%
VT vs PLTU
-44.3%
+57.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | -0.1% |
| 7D | +2.4% | +9.0% | -6.7% | +1.9% |
| 30D | -1.5% | -33.0% | +31.5% | -0.1% |
| 3M | -4.1% | -19.0% | +14.9% | -3.7% |
| 6M | +0.6% | +30.4% | -29.9% | -1.7% |
| YTD | +11.0% | -40.2% | +51.2% | +12.0% |
| 1Y | +13.3% | -37.8% | +51.1% | +12.9% |
| All | +13.3% | -44.3% | +57.7% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling