+25.9%
VTI vs PLTU
+121.9%
-96.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | -0.1% |
| 7D | +2.5% | +9.0% | -6.5% | +1.9% |
| 30D | -1.5% | -33.0% | +31.5% | +0.8% |
| 3M | -3.2% | -19.0% | +15.8% | -2.5% |
| 6M | +2.3% | +30.4% | -28.1% | -2.2% |
| YTD | +11.6% | -40.2% | +51.8% | +11.7% |
| 1Y | +13.8% | -37.8% | +51.6% | +13.1% |
| All | +25.9% | +121.9% | -96.0% | +2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling