-96.5%
PLRX vs VOO
+168.1%
-264.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.5% | -4.6% |
| 7D | -9.3% | +3.3% | -12.6% | -12.2% |
| 30D | -23.6% | -2.7% | -20.9% | -21.5% |
| 3M | -30.8% | -1.7% | -29.1% | -29.6% |
| 6M | -37.3% | +3.1% | -40.4% | -39.3% |
| YTD | -39.3% | +11.9% | -51.3% | -45.9% |
| 1Y | -58.9% | +12.1% | -71.0% | -63.3% |
| 3Y | -94.6% | +78.6% | -173.2% | -96.7% |
| 5Y | -95.6% | +73.8% | -169.4% | -97.2% |
| All | -96.5% | +168.1% | -264.6% | -98.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling