+502.4%
PLPC vs VOO
+82.6%
+419.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | -15.5% | +0.1% | -15.5% | -15.5% |
| 3M | +5.9% | +2.0% | +3.9% | +4.7% |
| 6M | +56.1% | +13.0% | +43.1% | +40.8% |
| YTD | +93.2% | +13.6% | +79.6% | +73.8% |
| 1Y | +108.9% | +20.1% | +88.9% | +79.8% |
| 3Y | +138.1% | +77.6% | +60.5% | +51.5% |
| All | +502.4% | +82.6% | +419.8% | +267.2% |
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