-93.1%
PLG vs VOO
+309.9%
-403.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.3% | +6.5% | +6.4% |
| 7D | +4.8% | -2.7% | +7.5% | +8.3% |
| 30D | -12.0% | -5.4% | -6.6% | -5.6% |
| 3M | -25.2% | -4.1% | -21.1% | -20.9% |
| 6M | -40.9% | +0.7% | -41.6% | -40.4% |
| YTD | -53.4% | +8.7% | -62.1% | -56.4% |
| 1Y | -41.8% | +11.0% | -52.8% | -46.4% |
| 3Y | +3.8% | +75.5% | -71.7% | -41.1% |
| 5Y | -57.9% | +68.4% | -126.2% | -75.1% |
| All | -93.1% | +309.9% | -403.0% | -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