+181.8%
PLAB vs VOO
+314.0%
-132.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.6% |
| 7D | +7.4% | +0.5% | +6.9% | +6.5% |
| 30D | -10.1% | -0.9% | -9.1% | -8.8% |
| 3M | -2.0% | +3.9% | -5.9% | -6.4% |
| 6M | -10.5% | +14.5% | -25.0% | -25.3% |
| YTD | -8.2% | +13.0% | -21.2% | -21.1% |
| 1Y | +29.7% | +19.4% | +10.3% | +4.5% |
| 3Y | +46.8% | +78.9% | -32.1% | -28.4% |
| 5Y | +106.3% | +82.3% | +24.0% | +1.5% |
| 10Y | +181.8% | +314.2% | -132.4% | -51.7% |
| All | +181.8% | +314.0% | -132.2% | -51.7% |
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