-87.9%
PLTZ vs VOO
+29.1%
-117.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | +0.7% |
| 7D | -5.0% | -0.9% | -4.1% | -5.4% |
| 30D | +33.3% | -2.3% | +35.7% | +27.2% |
| 3M | -15.0% | -1.2% | -13.8% | -14.0% |
| 6M | -72.4% | +3.3% | -75.7% | -63.9% |
| YTD | -66.1% | +12.3% | -78.4% | -38.5% |
| 1Y | -63.9% | +12.5% | -76.4% | -31.5% |
| All | -87.9% | +29.1% | -117.1% | -68.2% |
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 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