+17.2%
VUG vs PLTD
-76.4%
+93.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.2% | +4.1% | +0.3% |
| 7D | -3.4% | +13.7% | -17.1% | -0.8% |
| 30D | -11.1% | +18.4% | -29.5% | -7.7% |
| 3M | -7.2% | -7.5% | +0.2% | -7.7% |
| 6M | -4.1% | -31.3% | +27.2% | -8.3% |
| YTD | +1.4% | -15.4% | +16.8% | +2.9% |
| 1Y | +1.9% | -18.4% | +20.3% | +3.1% |
| All | +17.2% | -76.4% | +93.7% | -7.7% |
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