+38.2%
VTRS vs PLTU
+129.7%
-91.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.6% | -0.6% |
| 7D | -3.3% | -17.7% | +14.4% | -2.6% |
| 30D | +1.4% | -12.5% | +13.9% | +1.7% |
| 3M | +4.6% | +39.5% | -34.8% | +2.1% |
| 6M | +18.1% | -7.0% | +25.0% | +16.5% |
| YTD | +34.7% | -38.1% | +72.7% | +34.7% |
| 1Y | +65.6% | -36.0% | +101.6% | +64.0% |
| All | +38.2% | +129.7% | -91.5% | +25.0% |
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