+46.0%
PLTW vs VOO
+28.5%
+17.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.1% | -4.5% |
| 7D | -7.6% | +0.1% | -7.7% | -7.6% |
| 30D | +11.6% | +0.1% | +11.5% | +12.0% |
| 3M | +24.2% | +2.0% | +22.1% | +20.0% |
| 6M | +10.6% | +13.0% | -2.4% | -16.6% |
| YTD | -8.4% | +13.6% | -22.0% | -31.6% |
| 1Y | +4.4% | +20.1% | -15.7% | -30.6% |
| All | +46.0% | +28.5% | +17.5% | +2.9% |
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 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