+11.7%
PLG vs VOO
+78.4%
-66.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.3% | +2.2% | +0.2% |
| 7D | +13.9% | +0.1% | +13.8% | +13.3% |
| 30D | -10.9% | -3.3% | -7.5% | -4.9% |
| 3M | -23.8% | -2.4% | -21.4% | -19.9% |
| 6M | -35.4% | +2.6% | -38.0% | -37.1% |
| YTD | -51.3% | +11.3% | -62.6% | -57.9% |
| 1Y | -41.3% | +13.4% | -54.8% | -50.4% |
| 3Y | +11.7% | +80.3% | -68.6% | -49.9% |
| All | +11.7% | +78.4% | -66.8% | -49.9% |
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