-93.3%
PLG vs VOO
+317.9%
-411.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.3% | +2.2% | +1.6% |
| 7D | +13.9% | +0.1% | +13.8% | +13.7% |
| 30D | -10.9% | -3.3% | -7.5% | -6.8% |
| 3M | -23.8% | -2.4% | -21.4% | -21.1% |
| 6M | -35.4% | +2.6% | -38.0% | -36.3% |
| YTD | -51.3% | +11.3% | -62.6% | -55.6% |
| 1Y | -41.3% | +13.4% | -54.8% | -47.4% |
| 3Y | +11.7% | +80.3% | -68.6% | -38.6% |
| 5Y | -60.3% | +72.7% | -133.1% | -77.2% |
| 10Y | -93.3% | +310.0% | -403.3% | -98.1% |
| All | -93.3% | +317.9% | -411.2% | -98.1% |
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