-99.6%
PLCE vs VOO
+74.6%
-174.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +120.0% | -0.3% | +120.3% | +120.5% |
| 7D | +29.4% | +3.3% | +26.1% | +20.0% |
| 30D | -65.4% | -2.7% | -62.7% | -65.9% |
| 3M | -82.3% | -1.7% | -80.5% | -82.8% |
| 6M | -85.8% | +3.1% | -88.9% | -87.3% |
| YTD | -88.9% | +11.9% | -100.9% | -91.4% |
| 1Y | -95.2% | +12.1% | -107.2% | -96.2% |
| 3Y | -98.2% | +78.6% | -176.8% | -99.3% |
| 5Y | -99.6% | +73.8% | -173.4% | -99.8% |
| All | -99.6% | +74.6% | -174.1% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling