+0.9%
VTEB vs PLTD
-76.7%
+77.7%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -0.7% |
| 7D | -1.2% | +9.9% | -11.1% | -1.2% |
| 30D | -2.9% | +3.8% | -6.7% | -2.9% |
| 3M | -3.2% | -32.3% | +29.1% | -3.2% |
| 6M | -2.6% | -25.9% | +23.2% | -2.7% |
| YTD | -1.8% | -16.4% | +14.6% | -1.9% |
| 1Y | +0.2% | -25.2% | +25.4% | +0.2% |
| All | +0.9% | -76.7% | +77.7% | +0.2% |
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