+2,677.4%
PLBC vs VOO
+777.9%
+1,899.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -0.4% | -2.7% | +2.3% | +0.4% |
| 30D | +2.3% | -5.4% | +7.7% | +4.1% |
| 3M | +2.2% | -4.1% | +6.3% | +3.5% |
| 6M | +22.1% | +0.7% | +21.4% | +21.6% |
| YTD | +43.1% | +8.7% | +34.3% | +38.9% |
| 1Y | +54.7% | +11.0% | +43.7% | +49.2% |
| 3Y | +98.3% | +75.5% | +22.8% | +66.8% |
| 5Y | +92.6% | +68.4% | +24.3% | +62.8% |
| 10Y | +552.0% | +315.7% | +236.3% | +380.7% |
| All | +2,677.4% | +777.9% | +1,899.5% | +2,502.3% |
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