-87.8%
PLTZ price history and return analytics
+27.4%
-115.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | -0.7% |
| 7D | -19.7% | +2.9% | -22.6% | -11.4% |
| 30D | +34.7% | -2.5% | +37.2% | +29.4% |
| 3M | -17.4% | -3.3% | -14.1% | -22.0% |
| 6M | -72.4% | +1.5% | -73.9% | -67.6% |
| YTD | -65.7% | +11.4% | -77.1% | -44.1% |
| 1Y | -65.9% | +11.9% | -77.8% | -41.0% |
| All | -87.8% | +27.4% | -115.2% | -71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling