+138.7%
PLSE vs VOO
+81.6%
+57.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.5% | +9.0% | +9.2% |
| 7D | +0.6% | -0.4% | +0.9% | +1.1% |
| 30D | +27.6% | -1.4% | +29.0% | +30.2% |
| 3M | +105.5% | +3.7% | +101.8% | +95.0% |
| 6M | +190.2% | +13.0% | +177.1% | +143.7% |
| YTD | +285.8% | +12.4% | +273.4% | +230.1% |
| 1Y | +254.6% | +18.6% | +236.0% | +183.2% |
| 3Y | +1,029.4% | +78.1% | +951.4% | +421.1% |
| 5Y | +138.7% | +82.3% | +56.4% | +7.5% |
| All | +138.7% | +81.6% | +57.1% | +7.5% |
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 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