+23.9%
VZ vs PLTU
-45.6%
+69.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +0.5% |
| 7D | +2.4% | -9.2% | +11.6% | +2.1% |
| 30D | +11.2% | -37.3% | +48.5% | +9.7% |
| 3M | 0.0% | -14.7% | +14.7% | -0.4% |
| 6M | +1.3% | +17.3% | -16.0% | +2.7% |
| YTD | +21.3% | -39.4% | +60.7% | +20.7% |
| 1Y | +23.9% | -50.6% | +74.5% | +22.6% |
| All | +23.9% | -45.6% | +69.6% | +22.6% |
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