-47.1%
PLRX vs VOO
+14.7%
-61.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.7% | -2.7% |
| 7D | -4.3% | -0.7% | -3.5% | -3.6% |
| 30D | -17.3% | -1.1% | -16.2% | -16.2% |
| 3M | -18.9% | -0.3% | -18.5% | -18.5% |
| 6M | -28.4% | +7.4% | -35.8% | -34.2% |
| YTD | -30.2% | +13.4% | -43.5% | -41.9% |
| 1Y | -47.1% | +14.8% | -61.9% | -56.7% |
| All | -47.1% | +14.7% | -61.8% | -56.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling