+20.2%
VUG vs PLTD
-77.5%
+97.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -0.5% |
| 7D | +2.5% | -4.8% | +7.3% | +1.6% |
| 30D | -6.3% | +16.9% | -23.1% | -3.0% |
| 3M | -6.0% | +2.6% | -8.7% | -4.8% |
| 6M | -3.5% | -36.2% | +32.7% | -9.0% |
| YTD | +3.9% | -19.4% | +23.3% | +4.5% |
| 1Y | +5.1% | -22.5% | +27.6% | +5.1% |
| All | +20.2% | -77.5% | +97.7% | -6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling