-90.5%
PLTK price history and return analytics
+66.2%
-156.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.6% |
| 7D | +0.9% | +1.0% | -0.1% | -0.5% |
| 30D | -24.5% | -0.2% | -24.3% | -24.2% |
| 3M | -27.2% | +4.5% | -31.8% | -32.2% |
| 6M | -20.1% | +14.1% | -34.2% | -34.7% |
| YTD | -43.8% | +14.8% | -58.6% | -54.5% |
| 1Y | -37.8% | +21.2% | -59.0% | -53.7% |
| 3Y | -72.5% | +76.6% | -149.0% | -88.7% |
| 5Y | -90.5% | +66.6% | -157.1% | -95.7% |
| All | -90.5% | +66.2% | -156.7% | -95.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling