+36.3%
VWO vs PLTU
+133.3%
-97.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.6% |
| 7D | -1.8% | -8.1% | +6.4% | -1.4% |
| 30D | -0.1% | -7.0% | +6.9% | 0.0% |
| 3M | +2.2% | +40.0% | -37.8% | -0.8% |
| 6M | +8.8% | -6.0% | +14.7% | +7.0% |
| YTD | +12.4% | -37.1% | +49.5% | +12.5% |
| 1Y | +15.6% | -33.1% | +48.7% | +14.3% |
| All | +36.3% | +133.3% | -97.0% | +17.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling