+648.7%
PLBC vs VOO
+314.0%
+334.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | +2.7% | +0.5% | +2.1% | +2.4% |
| 30D | +1.3% | -0.9% | +2.2% | +1.7% |
| 3M | +14.7% | +3.9% | +10.9% | +12.5% |
| 6M | +25.8% | +14.5% | +11.3% | +17.5% |
| YTD | +42.3% | +13.0% | +29.3% | +33.9% |
| 1Y | +41.8% | +19.4% | +22.4% | +29.7% |
| 3Y | +100.9% | +78.9% | +22.0% | +52.5% |
| 5Y | +119.6% | +82.3% | +37.3% | +63.8% |
| 10Y | +648.7% | +314.2% | +334.5% | +263.7% |
| All | +648.7% | +314.0% | +334.7% | +263.7% |
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