-93.0%
PLRX vs VOO
+77.0%
-170.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.9% |
| 7D | -0.9% | -0.4% | -0.5% | -0.5% |
| 30D | +10.6% | -1.4% | +12.0% | +12.5% |
| 3M | -3.4% | +3.7% | -7.1% | -8.2% |
| 6M | -12.9% | +13.0% | -25.9% | -26.4% |
| YTD | -5.7% | +12.4% | -18.2% | -19.8% |
| 1Y | -34.3% | +18.6% | -52.9% | -47.8% |
| All | -93.0% | +77.0% | -170.0% | -96.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling