+41.1%
PLTW vs VOO
+27.2%
+13.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | +0.4% |
| 7D | -0.1% | -0.4% | +0.3% | +1.0% |
| 30D | -4.1% | -1.4% | -2.7% | -0.5% |
| 3M | +31.0% | +3.7% | +27.3% | +21.7% |
| 6M | +4.3% | +13.0% | -8.8% | -21.3% |
| YTD | -11.5% | +12.4% | -23.9% | -32.3% |
| 1Y | -4.0% | +18.6% | -22.6% | -34.3% |
| All | +41.1% | +27.2% | +13.9% | +1.9% |
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