+553.9%
PLPC vs VOO
+309.9%
+244.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.3% | +3.6% | +3.6% |
| 7D | -10.0% | -2.7% | -7.3% | -7.2% |
| 30D | -35.3% | -5.4% | -29.9% | -31.1% |
| 3M | -43.1% | -4.1% | -39.1% | -40.2% |
| 6M | -28.4% | +0.7% | -29.1% | -27.5% |
| YTD | +27.1% | +8.7% | +18.4% | +20.1% |
| 1Y | +26.3% | +11.0% | +15.4% | +17.4% |
| 3Y | +128.9% | +75.5% | +53.4% | +40.8% |
| 5Y | +279.0% | +68.4% | +210.6% | +139.1% |
| All | +553.9% | +309.9% | +244.0% | +132.3% |
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