+48.5%
PLTM price history and return analytics
+143.9%
-95.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.7% |
| 7D | +8.6% | -0.1% | +8.7% | +8.6% |
| 30D | -8.7% | -3.1% | -5.7% | -6.9% |
| 3M | -12.2% | -3.5% | -8.7% | -10.2% |
| 6M | -25.2% | +0.5% | -25.6% | -25.1% |
| YTD | -25.1% | +10.8% | -35.9% | -28.8% |
| 1Y | -3.3% | +11.9% | -15.2% | -8.4% |
| 3Y | +79.2% | +73.0% | +6.3% | +32.4% |
| 5Y | +40.1% | +58.6% | -18.5% | +7.5% |
| All | +48.5% | +143.9% | -95.3% | -11.0% |
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