+24.9%
VZ vs PLTD
-75.6%
+100.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.5% | -9.6% | -0.6% |
| 7D | +5.6% | +25.1% | -19.4% | +4.5% |
| 30D | +1.9% | +21.0% | -19.2% | +0.9% |
| 3M | +0.8% | -2.9% | +3.7% | +0.5% |
| 6M | +0.6% | -27.8% | +28.4% | +1.2% |
| YTD | +20.8% | -12.6% | +33.4% | +20.6% |
| 1Y | +23.9% | -9.8% | +33.8% | +23.6% |
| All | +24.9% | -75.6% | +100.6% | +23.9% |
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