+180.5%
PL vs VOO
+20.9%
+159.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.3% |
| 7D | -9.3% | +0.1% | -9.4% | -9.7% |
| 30D | -18.9% | +0.1% | -19.0% | -19.1% |
| 3M | -58.4% | +2.0% | -60.4% | -59.6% |
| 6M | -30.3% | +13.0% | -43.3% | -42.9% |
| YTD | -8.1% | +13.6% | -21.7% | -25.9% |
| 1Y | +180.5% | +20.1% | +160.4% | +102.5% |
| All | +180.5% | +20.9% | +159.6% | +102.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling