+47.4%
PLTM price history and return analytics
+138.8%
-91.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +6.3% | -2.3% | +8.6% | +7.8% |
| 30D | -6.4% | -5.0% | -1.4% | -3.4% |
| 3M | -11.7% | -4.9% | -6.8% | -8.8% |
| 6M | -25.8% | -1.5% | -24.3% | -24.8% |
| YTD | -25.7% | +8.5% | -34.2% | -28.4% |
| 1Y | -0.6% | +11.4% | -12.0% | -5.5% |
| 3Y | +66.0% | +70.1% | -4.1% | +24.0% |
| 5Y | +44.3% | +53.7% | -9.4% | +12.9% |
| All | +47.4% | +138.8% | -91.4% | -10.5% |
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