+83.0%
PL vs VOO
+98.7%
-15.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.6% |
| 7D | -9.3% | +0.1% | -9.4% | -9.6% |
| 30D | -18.9% | +0.1% | -19.0% | -19.0% |
| 3M | -58.4% | +2.0% | -60.4% | -59.1% |
| 6M | -30.3% | +13.0% | -43.3% | -42.5% |
| YTD | -8.1% | +13.6% | -21.7% | -24.7% |
| 1Y | +180.5% | +20.1% | +160.4% | +111.2% |
| 3Y | +444.1% | +77.6% | +366.6% | +140.1% |
| 5Y | +83.0% | +82.4% | +0.6% | -15.6% |
| All | +83.0% | +98.7% | -15.7% | -15.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling