+27.1%
VTI vs PLTD
-76.7%
+103.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -0.3% |
| 7D | -2.0% | +9.9% | -11.9% | -0.7% |
| 30D | -1.9% | +3.8% | -5.8% | -1.3% |
| 3M | +4.5% | -32.3% | +36.8% | +0.4% |
| 6M | +12.6% | -25.9% | +38.4% | +10.3% |
| YTD | +12.0% | -16.4% | +28.4% | +12.6% |
| 1Y | +17.3% | -25.2% | +42.5% | +16.5% |
| All | +27.1% | -76.7% | +103.8% | +4.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling