+141.3%
PLTY price history and return analytics
+32.1%
+109.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -4.1% | -6.3% | -3.8% |
| 7D | -20.2% | -4.2% | -16.0% | -14.1% |
| 30D | -20.1% | -5.8% | -14.3% | -11.6% |
| 3M | -6.8% | -5.2% | -1.6% | +2.2% |
| 6M | +10.3% | +0.1% | +10.2% | +10.6% |
| YTD | -9.7% | +8.2% | -17.9% | -21.2% |
| 1Y | -15.7% | +10.1% | -25.8% | -28.4% |
| All | +141.3% | +32.1% | +109.2% | +60.5% |
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 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