+37.4%
VTRS vs PLTD
-76.7%
+114.1%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -0.6% |
| 7D | -3.3% | +9.9% | -13.2% | -2.6% |
| 30D | +1.4% | +3.8% | -2.4% | +1.7% |
| 3M | +4.6% | -32.3% | +36.9% | +2.2% |
| 6M | +18.1% | -25.9% | +43.9% | +16.5% |
| YTD | +34.7% | -16.4% | +51.1% | +34.8% |
| 1Y | +65.6% | -25.2% | +90.8% | +64.4% |
| All | +37.4% | -76.7% | +114.1% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling