-95.3%
PLRX vs VOO
+75.1%
-170.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -2.3% |
| 7D | -8.7% | -0.9% | -7.8% | -7.9% |
| 30D | -21.1% | -2.3% | -18.7% | -19.2% |
| 3M | -24.5% | -1.2% | -23.3% | -23.5% |
| 6M | -35.2% | +3.3% | -38.5% | -37.5% |
| YTD | -36.2% | +12.3% | -48.6% | -43.5% |
| 1Y | -53.4% | +12.5% | -65.9% | -58.8% |
| 3Y | -94.4% | +79.2% | -173.6% | -96.6% |
| 5Y | -95.3% | +75.7% | -171.0% | -96.9% |
| All | -95.3% | +75.1% | -170.5% | -96.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling