-91.9%
PLTK price history and return analytics
+87.2%
-179.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.7% |
| 7D | +0.9% | -0.1% | +1.0% | +1.0% |
| 30D | -19.3% | -0.7% | -18.6% | -18.6% |
| 3M | -26.6% | +4.0% | -30.6% | -31.2% |
| 6M | -22.6% | +12.3% | -34.9% | -35.2% |
| YTD | -42.8% | +14.0% | -56.8% | -53.2% |
| 1Y | -37.2% | +20.3% | -57.5% | -52.7% |
| 3Y | -72.0% | +75.4% | -147.4% | -88.3% |
| 5Y | -90.1% | +66.0% | -156.1% | -95.4% |
| All | -91.9% | +87.2% | -179.1% | -96.7% |
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 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