-90.5%
PLTK vs VOO
+116.0%
-206.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.4% | +6.4% | +6.5% |
| 7D | +8.2% | +2.6% | +5.6% | +4.8% |
| 30D | +28.8% | -2.0% | +30.8% | +31.0% |
| 3M | +4.8% | -2.8% | +7.5% | +7.8% |
| 6M | -26.7% | +2.2% | -28.8% | -29.4% |
| YTD | -33.2% | +11.5% | -44.7% | -42.4% |
| 1Y | -35.4% | +13.5% | -48.9% | -45.6% |
| 3Y | -60.3% | +78.1% | -138.4% | -82.2% |
| 5Y | -86.5% | +73.1% | -159.6% | -93.7% |
| All | -90.5% | +116.0% | -206.5% | -96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling