-91.7%
PLTK vs VOO
+118.3%
-210.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.2% | +3.0% |
| 7D | +5.0% | -0.8% | +5.8% | +6.0% |
| 30D | -2.3% | -1.1% | -1.3% | -0.9% |
| 3M | -26.2% | +3.9% | -30.1% | -29.8% |
| 6M | -17.5% | +13.6% | -31.1% | -30.1% |
| YTD | -41.5% | +12.7% | -54.2% | -49.9% |
| 1Y | -33.7% | +17.6% | -51.3% | -46.4% |
| 3Y | -73.1% | +77.3% | -150.4% | -87.7% |
| 5Y | -90.5% | +84.1% | -174.6% | -95.8% |
| All | -91.7% | +118.3% | -210.0% | -97.0% |
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 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