-92.1%
PLTK vs VOO
+120.0%
-212.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.3% |
| 7D | -5.2% | +0.1% | -5.3% | -5.3% |
| 30D | -43.4% | +0.1% | -43.5% | -43.5% |
| 3M | -30.2% | +2.0% | -32.2% | -32.2% |
| 6M | -19.7% | +13.0% | -32.7% | -31.5% |
| YTD | -44.3% | +13.6% | -57.9% | -52.7% |
| 1Y | -37.6% | +20.1% | -57.7% | -50.8% |
| 3Y | -74.0% | +77.6% | -151.5% | -88.1% |
| 5Y | -90.5% | +82.4% | -172.9% | -95.8% |
| All | -92.1% | +120.0% | -212.1% | -97.1% |
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 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