+14.9%
VTI vs PLTU
-47.9%
+62.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.5% | +6.0% | +1.7% |
| 7D | -0.6% | -24.5% | +23.9% | +0.7% |
| 30D | -1.0% | -20.2% | +19.2% | -0.1% |
| 3M | -0.8% | +3.1% | -3.8% | -1.3% |
| 6M | +7.1% | +8.7% | -1.7% | +5.3% |
| YTD | +13.4% | -36.2% | +49.6% | +14.3% |
| 1Y | +14.9% | -47.1% | +62.0% | +17.2% |
| All | +14.9% | -47.9% | +62.9% | +17.2% |
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