+88.6%
PLRZ vs VOO
+14.7%
+73.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.1% | -3.6% |
| 7D | +29.2% | -0.7% | +29.9% | +29.7% |
| 30D | +20.1% | -1.1% | +21.2% | +21.0% |
| 3M | +9.1% | -0.3% | +9.4% | +9.1% |
| 6M | -27.8% | +7.4% | -35.1% | -35.1% |
| YTD | +31.0% | +13.4% | +17.7% | +10.4% |
| 1Y | +88.6% | +14.8% | +73.8% | +53.0% |
| All | +88.6% | +14.7% | +73.9% | +53.0% |
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