-40.5%
PLTA price history and return analytics
+16.3%
-56.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | +0.7% |
| 7D | -8.9% | -0.1% | -8.8% | -6.8% |
| 30D | -37.6% | -3.1% | -34.5% | -29.1% |
| 3M | -15.6% | -3.5% | -12.1% | -2.8% |
| 6M | +15.2% | +0.5% | +14.7% | +21.0% |
| YTD | -41.2% | +10.8% | -51.9% | -57.0% |
| 1Y | -52.6% | +11.9% | -64.5% | -66.3% |
| All | -40.5% | +16.3% | -56.8% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling