+557.6%
PL vs VOO
+78.8%
+478.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | +0.1% |
| 7D | +5.6% | -0.6% | +6.2% | +7.6% |
| 30D | -16.9% | -3.6% | -13.3% | -8.3% |
| 3M | -38.2% | -2.7% | -35.5% | -33.1% |
| 6M | -63.4% | +2.2% | -65.7% | -63.7% |
| YTD | -27.6% | +10.9% | -38.5% | -39.8% |
| 1Y | +6.6% | +11.3% | -4.8% | -11.6% |
| 3Y | +557.6% | +76.9% | +480.7% | +97.2% |
| All | +557.6% | +78.8% | +478.8% | +97.2% |
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