-64.0%
PLG vs VOO
+75.1%
-139.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -4.9% | -5.4% |
| 7D | +2.9% | -0.9% | +3.8% | +3.9% |
| 30D | -16.4% | -2.3% | -14.1% | -13.5% |
| 3M | -29.6% | -1.2% | -28.4% | -28.2% |
| 6M | -41.8% | +3.3% | -45.2% | -43.4% |
| YTD | -54.7% | +12.3% | -67.0% | -59.7% |
| 1Y | -50.9% | +12.5% | -63.4% | -56.2% |
| 3Y | +8.1% | +79.2% | -71.1% | -40.1% |
| 5Y | -64.0% | +75.7% | -139.7% | -80.5% |
| All | -64.0% | +75.1% | -139.1% | -80.5% |
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