+116.3%
PLTU vs VOO
+28.9%
+87.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | -1.9% |
| 7D | -8.1% | -0.8% | -7.4% | -5.1% |
| 30D | -7.0% | -1.1% | -6.0% | -1.8% |
| 3M | +40.0% | +3.9% | +36.1% | +24.0% |
| 6M | -6.0% | +13.6% | -19.6% | -42.8% |
| YTD | -37.1% | +12.7% | -49.8% | -60.1% |
| 1Y | -33.1% | +17.6% | -50.7% | -62.4% |
| All | +116.3% | +28.9% | +87.4% | +22.2% |
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