-96.4%
PLCE vs VOO
+315.9%
-412.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.2% |
| 7D | +13.8% | +0.1% | +13.7% | +13.7% |
| 30D | +7.7% | +0.1% | +7.6% | +7.6% |
| 3M | -21.5% | +2.0% | -23.5% | -23.5% |
| 6M | -29.6% | +13.0% | -42.6% | -40.8% |
| YTD | -29.4% | +13.6% | -43.0% | -40.9% |
| 1Y | -47.2% | +20.1% | -67.3% | -58.7% |
| 3Y | -89.8% | +77.6% | -167.4% | -95.3% |
| 5Y | -96.7% | +82.4% | -179.1% | -98.5% |
| All | -96.4% | +315.9% | -412.3% | -99.3% |
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 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