-90.2%
PLTK price history and return analytics
+81.9%
-172.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.5% | +5.9% | +6.0% |
| 7D | +35.8% | -0.1% | +36.0% | +35.3% |
| 30D | +19.2% | -3.1% | +22.3% | +23.7% |
| 3M | -2.5% | -3.5% | +1.0% | +1.8% |
| 6M | -24.8% | +0.5% | -25.3% | -26.5% |
| YTD | -30.9% | +10.8% | -41.7% | -41.4% |
| 1Y | -33.2% | +11.9% | -45.1% | -44.3% |
| 3Y | -59.6% | +73.0% | -132.5% | -82.9% |
| 5Y | -86.2% | +58.6% | -144.8% | -93.2% |
| All | -90.2% | +81.9% | -172.1% | -95.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling