+261.6%
PLNT vs VOO
+342.7%
-81.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | -10.1% | +0.1% | -10.2% | -10.2% |
| 3M | -0.9% | +2.0% | -2.9% | -3.7% |
| 6M | -37.5% | +13.0% | -50.5% | -46.1% |
| YTD | -53.1% | +13.6% | -66.7% | -59.9% |
| 1Y | -50.6% | +20.1% | -70.7% | -60.8% |
| 3Y | -17.5% | +77.6% | -95.1% | -60.5% |
| 5Y | -33.5% | +82.4% | -115.9% | -69.2% |
| 10Y | +175.5% | +316.8% | -141.3% | -46.0% |
| All | +261.6% | +342.7% | -81.1% | -30.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling