-87.8%
PLTZ vs VOO
+28.7%
-116.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | -0.1% |
| 7D | -19.7% | +3.3% | -23.0% | -8.1% |
| 30D | +34.7% | -2.7% | +37.4% | +26.8% |
| 3M | -17.4% | -1.7% | -15.7% | -18.2% |
| 6M | -72.4% | +3.1% | -75.5% | -64.2% |
| YTD | -65.7% | +11.9% | -77.7% | -38.6% |
| 1Y | -65.9% | +12.1% | -78.0% | -36.3% |
| All | -87.8% | +28.7% | -116.5% | -68.3% |
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