-77.7%
PLTD price history and return analytics
+31.6%
-109.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | -0.8% |
| 7D | -9.8% | +2.9% | -12.6% | -4.3% |
| 30D | +18.9% | -2.5% | +21.4% | +14.6% |
| 3M | -4.2% | -3.3% | -0.9% | -9.0% |
| 6M | -34.8% | +1.5% | -36.4% | -30.8% |
| YTD | -21.1% | +11.4% | -32.5% | +2.2% |
| 1Y | -19.3% | +11.9% | -31.2% | +6.9% |
| All | -77.7% | +31.6% | -109.3% | -55.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling