+68.1%
VTRS vs PLTD
-25.5%
+93.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.8% |
| 7D | -2.2% | +4.2% | -6.4% | -2.0% |
| 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% | +18.8% |
| YTD | +35.7% | -17.0% | +52.8% | +35.9% |
| 1Y | +68.1% | -26.7% | +94.8% | +67.6% |
| All | +68.1% | -25.5% | +93.6% | +67.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling