-42.2%
PLNT vs VOO
+13.0%
-55.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.5% |
| 7D | +6.7% | -0.9% | +7.6% | +6.8% |
| 30D | +27.8% | -2.3% | +30.1% | +28.5% |
| 3M | +27.7% | -1.2% | +28.9% | +27.9% |
| 6M | +26.4% | +3.3% | +23.1% | +24.0% |
| YTD | -43.6% | +12.3% | -55.9% | -46.3% |
| 1Y | -42.2% | +12.5% | -54.7% | -45.0% |
| All | -42.2% | +13.0% | -55.2% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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