+330.4%
PLPC vs VOO
+72.6%
+257.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.3% |
| 7D | +9.1% | +2.6% | +6.6% | +6.4% |
| 30D | -23.8% | -2.0% | -21.9% | -21.6% |
| 3M | -36.1% | -2.8% | -33.3% | -33.5% |
| 6M | -17.6% | +2.2% | -19.7% | -17.6% |
| YTD | +38.7% | +11.5% | +27.2% | +28.5% |
| 1Y | +42.0% | +13.5% | +28.5% | +29.8% |
| 3Y | +132.1% | +78.1% | +54.0% | +51.1% |
| All | +330.4% | +72.6% | +257.8% | +174.8% |
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