+1.3%
VTEB vs PLTD
-76.9%
+78.2%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.4% |
| 7D | -0.9% | +4.2% | -5.2% | -0.9% |
| 30D | -2.5% | +0.7% | -3.3% | -2.5% |
| 3M | -3.0% | -32.4% | +29.4% | -3.0% |
| 6M | -2.1% | -26.2% | +24.1% | -2.2% |
| YTD | -1.5% | -17.0% | +15.5% | -1.5% |
| 1Y | +0.2% | -26.7% | +26.8% | +0.1% |
| All | +1.3% | -76.9% | +78.2% | +0.5% |
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 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