+1,295.0%
PLSE vs VOO
+338.6%
+956.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.3% | +6.8% | +6.3% |
| 7D | +10.0% | +0.1% | +9.9% | +10.3% |
| 30D | +8.1% | -3.3% | +11.4% | +13.2% |
| 3M | +37.2% | -2.4% | +39.6% | +41.9% |
| 6M | +204.9% | +2.6% | +202.3% | +198.3% |
| YTD | +323.7% | +11.3% | +312.4% | +278.9% |
| 1Y | +276.3% | +13.4% | +262.8% | +229.2% |
| 3Y | +1,157.7% | +80.3% | +1,077.4% | +555.3% |
| 5Y | +154.5% | +72.7% | +81.8% | +41.5% |
| 10Y | +892.5% | +310.0% | +582.5% | +171.9% |
| All | +1,295.0% | +338.6% | +956.4% | +265.9% |
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 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