-94.7%
PLRX vs VOO
+167.6%
-262.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.2% |
| 7D | 0.0% | -2.0% | +2.0% | +1.9% |
| 30D | +9.7% | -1.7% | +11.4% | +11.5% |
| 3M | -2.6% | +4.7% | -7.3% | -7.2% |
| 6M | -18.7% | +12.6% | -31.3% | -27.9% |
| YTD | -7.4% | +11.8% | -19.1% | -17.3% |
| 1Y | -33.1% | +17.5% | -50.7% | -43.0% |
| 3Y | -93.1% | +77.0% | -170.1% | -95.8% |
| 5Y | -93.9% | +82.6% | -176.5% | -96.2% |
| All | -94.7% | +167.6% | -262.3% | -97.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling