+32.9%
VTV vs PLTU
+142.1%
-109.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.7% | +3.9% | -0.7% |
| 7D | +0.3% | -11.6% | +11.9% | +0.6% |
| 30D | +0.1% | -4.6% | +4.8% | +0.2% |
| 3M | +6.2% | +33.7% | -27.5% | +4.4% |
| 6M | +13.5% | -9.4% | +22.9% | +12.6% |
| YTD | +18.9% | -34.7% | +53.6% | +19.0% |
| 1Y | +25.8% | -23.2% | +49.0% | +23.9% |
| All | +32.9% | +142.1% | -109.2% | +18.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling