+113.0%
PLTU vs VOO
+27.8%
+85.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -1.9% |
| 7D | -17.7% | -2.0% | -15.7% | -10.4% |
| 30D | -12.5% | -1.7% | -10.9% | -5.3% |
| 3M | +39.5% | +4.7% | +34.7% | +19.4% |
| 6M | -7.0% | +12.6% | -19.5% | -41.1% |
| YTD | -38.1% | +11.8% | -49.8% | -59.3% |
| 1Y | -36.0% | +17.5% | -53.5% | -64.1% |
| All | +113.0% | +27.8% | +85.2% | +24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling