+1,221.8%
PLSE vs VOO
+337.1%
+884.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -4.9% | -4.8% |
| 7D | +5.6% | -0.6% | +6.2% | +6.8% |
| 30D | +2.4% | -3.6% | +6.1% | +7.8% |
| 3M | +32.8% | -2.7% | +35.5% | +38.0% |
| 6M | +188.9% | +2.2% | +186.6% | +183.9% |
| YTD | +301.5% | +10.9% | +290.6% | +260.7% |
| 1Y | +259.0% | +11.3% | +247.6% | +221.4% |
| 3Y | +968.2% | +76.9% | +891.3% | +468.1% |
| 5Y | +154.2% | +73.5% | +80.7% | +40.7% |
| 10Y | +832.5% | +307.7% | +524.8% | +156.7% |
| All | +1,221.8% | +337.1% | +884.7% | +248.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling