-76.9%
PLTD price history and return analytics
+34.7%
-111.7%
-80.8%
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% | -0.9% |
| 7D | -0.9% | -0.1% | -0.8% | -1.0% |
| 30D | +1.3% | -0.7% | +2.0% | +0.3% |
| 3M | -32.9% | +4.0% | -36.9% | -26.4% |
| 6M | -24.9% | +12.3% | -37.2% | -3.2% |
| YTD | -18.2% | +14.0% | -32.3% | +9.7% |
| 1Y | -28.7% | +20.3% | -49.0% | +10.1% |
| All | -76.9% | +34.7% | -111.7% | -52.0% |
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