-40.5%
PLTA vs VOO
+16.4%
-56.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | +0.6% |
| 7D | -8.9% | -0.6% | -8.4% | -5.1% |
| 30D | -37.6% | -3.6% | -33.9% | -25.1% |
| 3M | -15.6% | -2.7% | -12.9% | -1.7% |
| 6M | +15.2% | +2.2% | +13.0% | +15.7% |
| YTD | -41.2% | +10.9% | -52.1% | -56.5% |
| 1Y | -52.6% | +11.3% | -63.9% | -64.7% |
| All | -40.5% | +16.4% | -56.9% | -58.4% |
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