+26.8%
PL vs VOO
+90.2%
-63.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.3% | +10.1% | +9.8% |
| 7D | -6.8% | -2.7% | -4.1% | -1.8% |
| 30D | -29.3% | -5.4% | -23.9% | -21.2% |
| 3M | -44.8% | -4.1% | -40.7% | -39.8% |
| 6M | -68.4% | +0.7% | -69.1% | -67.6% |
| YTD | -36.4% | +8.7% | -45.1% | -42.9% |
| 1Y | +0.7% | +11.0% | -10.2% | -12.3% |
| 3Y | +455.3% | +75.5% | +379.9% | +155.8% |
| 5Y | +22.7% | +68.4% | -45.7% | -38.0% |
| All | +26.8% | +90.2% | -63.5% | -36.3% |
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 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