+486.5%
PLBC vs VOO
+306.9%
+179.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.6% |
| 7D | -0.2% | -0.6% | +0.4% | 0.0% |
| 30D | +4.0% | -3.6% | +7.7% | +5.8% |
| 3M | +3.4% | -2.7% | +6.1% | +4.6% |
| 6M | +22.5% | +2.2% | +20.3% | +20.9% |
| YTD | +44.5% | +10.9% | +33.6% | +37.0% |
| 1Y | +55.3% | +11.3% | +44.0% | +46.9% |
| 3Y | +101.9% | +76.9% | +25.0% | +54.4% |
| 5Y | +93.1% | +73.5% | +19.6% | +47.7% |
| 10Y | +486.5% | +307.7% | +178.8% | +236.7% |
| All | +486.5% | +306.9% | +179.6% | +236.7% |
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