+838.7%
PLPC vs VOO
+775.2%
+63.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -4.4% | -7.3% | -6.9% |
| 7D | -21.2% | -4.7% | -16.5% | -16.7% |
| 30D | -40.2% | -5.9% | -34.3% | -35.7% |
| 3M | -46.5% | -4.5% | -42.0% | -43.3% |
| 6M | -29.7% | +1.9% | -31.6% | -29.6% |
| YTD | +22.2% | +8.4% | +13.8% | +15.2% |
| 1Y | +19.2% | +9.5% | +9.8% | +11.6% |
| 3Y | +119.9% | +75.3% | +44.6% | +28.0% |
| 5Y | +264.4% | +67.9% | +196.6% | +117.3% |
| 10Y | +540.6% | +314.4% | +226.1% | +35.2% |
| All | +838.7% | +775.2% | +63.4% | -33.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling