+45.2%
PL vs VOO
+94.7%
-49.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +2.3% | +12.2% | +10.1% |
| 7D | +10.9% | +0.1% | +10.8% | +11.3% |
| 30D | -16.4% | -3.3% | -13.0% | -10.1% |
| 3M | -39.9% | -2.4% | -37.5% | -36.4% |
| 6M | -63.2% | +2.6% | -65.8% | -63.5% |
| YTD | -27.1% | +11.3% | -38.4% | -37.2% |
| 1Y | +12.2% | +13.4% | -1.3% | -5.9% |
| 3Y | +584.3% | +80.3% | +504.0% | +201.3% |
| 5Y | +37.0% | +72.7% | -35.7% | -33.4% |
| All | +45.2% | +94.7% | -49.5% | -29.8% |
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