-77.3%
PLTD price history and return analytics
+31.2%
-108.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +1.6% |
| 7D | -4.8% | +2.4% | -7.1% | -0.1% |
| 30D | +16.9% | -1.5% | +18.4% | +14.7% |
| 3M | +2.6% | -4.1% | +6.7% | -4.1% |
| 6M | -36.2% | +0.6% | -36.8% | -33.6% |
| YTD | -19.4% | +11.0% | -30.5% | +3.9% |
| 1Y | -22.5% | +13.3% | -35.9% | +5.6% |
| All | -77.3% | +31.2% | -108.5% | -54.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling