+25.2%
VZ vs PLTU
-47.9%
+73.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.5% | +6.5% | +1.9% |
| 7D | +6.9% | -24.5% | +31.4% | +5.9% |
| 30D | +2.3% | -20.2% | +22.5% | +1.5% |
| 3M | 0.0% | +3.1% | -3.1% | +0.1% |
| 6M | +0.2% | +8.7% | -8.5% | +1.3% |
| YTD | +20.9% | -36.2% | +57.1% | +20.7% |
| 1Y | +25.2% | -47.1% | +72.4% | +24.4% |
| All | +25.2% | -47.9% | +73.2% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling