+161.7%
PLTY vs VOO
+35.5%
+126.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -0.8% |
| 7D | +4.0% | +2.6% | +1.4% | -0.3% |
| 30D | -15.4% | -2.0% | -13.5% | -12.0% |
| 3M | -8.9% | -2.8% | -6.1% | -3.9% |
| 6M | +23.6% | +2.2% | +21.4% | +21.0% |
| YTD | -2.0% | +11.5% | -13.5% | -17.1% |
| 1Y | -1.0% | +13.5% | -14.5% | -18.5% |
| All | +161.7% | +35.5% | +126.3% | +71.9% |
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 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