+117.2%
PLTU price history and return analytics
+32.3%
+84.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.1% | -0.2% |
| 7D | -0.9% | -0.7% | -0.2% | +4.2% |
| 30D | -34.7% | -1.7% | -32.9% | -27.7% |
| 3M | -10.8% | -2.3% | -8.5% | +0.8% |
| 6M | +24.1% | +1.5% | +22.5% | +21.9% |
| YTD | -36.8% | +12.0% | -48.9% | -60.5% |
| 1Y | -47.0% | +12.9% | -59.9% | -67.1% |
| All | +117.2% | +32.3% | +84.9% | -3.5% |
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