+102.7%
PLBC vs VOO
+79.1%
+23.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +0.5% | +3.3% | -2.8% | -1.4% |
| 30D | +2.6% | -2.7% | +5.3% | +4.1% |
| 3M | +0.1% | -1.7% | +1.9% | +1.0% |
| 6M | +23.4% | +3.1% | +20.3% | +20.6% |
| YTD | +44.1% | +11.9% | +32.2% | +33.3% |
| 1Y | +51.8% | +12.1% | +39.7% | +40.3% |
| All | +102.7% | +79.1% | +23.5% | +49.8% |
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