-70.7%
PLTZ price history and return analytics
+18.7%
-89.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.9% | +4.9% | +1.5% |
| 7D | +19.8% | -2.0% | +21.8% | +12.8% |
| 30D | +3.5% | -1.4% | +5.0% | +0.1% |
| 3M | -66.5% | +4.7% | -71.3% | -59.0% |
| 6M | -64.6% | +11.4% | -75.9% | -46.2% |
| YTD | -58.7% | +13.1% | -71.8% | -30.9% |
| 1Y | -70.7% | +19.0% | -89.8% | -43.7% |
| All | -70.7% | +18.7% | -89.5% | -43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling