+41.1%
PLTM price history and return analytics
+53.4%
-12.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +6.3% | -2.3% | +8.6% | +7.9% |
| 30D | -6.4% | -5.0% | -1.4% | -3.2% |
| 3M | -11.7% | -4.9% | -6.8% | -8.6% |
| 6M | -25.8% | -1.5% | -24.3% | -24.7% |
| YTD | -25.7% | +8.5% | -34.2% | -28.2% |
| 1Y | -0.6% | +11.4% | -12.0% | -5.2% |
| 3Y | +66.0% | +70.1% | -4.1% | +27.7% |
| All | +41.1% | +53.4% | -12.3% | +11.1% |
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