-72.5%
PLTK vs VOO
+79.1%
-151.6%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.5% |
| 7D | +0.9% | +0.5% | +0.4% | +0.4% |
| 30D | -24.5% | -0.9% | -23.6% | -23.7% |
| 3M | -27.2% | +3.9% | -31.1% | -30.1% |
| 6M | -20.1% | +14.5% | -34.7% | -30.7% |
| YTD | -43.8% | +13.0% | -56.7% | -50.4% |
| 1Y | -37.8% | +19.4% | -57.3% | -48.3% |
| 3Y | -72.5% | +78.9% | -151.3% | -86.1% |
| All | -72.5% | +79.1% | -151.6% | -86.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling