-49.0%
PLBL vs VOO
+22.2%
-71.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | -2.4% | +0.5% | -2.9% | -2.7% |
| 30D | -4.0% | -0.9% | -3.1% | -3.6% |
| 3M | -0.9% | +3.9% | -4.8% | -1.5% |
| 6M | -32.8% | +14.5% | -47.3% | -32.0% |
| YTD | -50.1% | +13.0% | -63.0% | -49.8% |
| 1Y | -46.1% | +19.4% | -65.5% | -43.5% |
| All | -49.0% | +22.2% | -71.2% | -45.4% |
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