+38.5%
VTRS vs PLTD
-76.9%
+115.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.7% |
| 7D | -2.2% | +4.2% | -6.4% | -1.9% |
| 30D | +3.3% | +0.7% | +2.6% | +3.4% |
| 3M | +2.0% | -32.4% | +34.4% | -0.4% |
| 6M | +19.9% | -26.2% | +46.1% | +18.4% |
| YTD | +35.7% | -17.0% | +52.8% | +35.8% |
| 1Y | +68.1% | -26.7% | +94.8% | +66.6% |
| All | +38.5% | -76.9% | +115.4% | +25.9% |
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