-48.0%
PLBL vs VOO
+21.7%
-69.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.2% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | -5.4% | -1.4% | -4.0% | -4.8% |
| 3M | +6.8% | +3.7% | +3.1% | +6.4% |
| 6M | -31.4% | +13.0% | -44.5% | -30.8% |
| YTD | -49.1% | +12.4% | -61.5% | -48.7% |
| 1Y | -43.1% | +18.6% | -61.7% | -40.5% |
| All | -48.0% | +21.7% | -69.6% | -44.2% |
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