+55.4%
VTR vs PLTU
+133.3%
-77.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.5% |
| 7D | -0.3% | -8.1% | +7.8% | -0.3% |
| 30D | +1.1% | -7.0% | +8.1% | +1.1% |
| 3M | +7.9% | +40.0% | -32.1% | +7.8% |
| 6M | +6.2% | -6.0% | +12.1% | +6.2% |
| YTD | +17.7% | -37.1% | +54.8% | +18.2% |
| 1Y | +32.9% | -33.1% | +66.0% | +32.7% |
| All | +55.4% | +133.3% | -77.9% | +49.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling