-75.6%
PLU vs VOO
+10.8%
-86.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -3.9% |
| 7D | -26.9% | -0.4% | -26.5% | -26.3% |
| 30D | -47.3% | -1.4% | -45.9% | -43.9% |
| 3M | -75.6% | +3.7% | -79.4% | -79.1% |
| 6M | -77.8% | +13.0% | -90.8% | -80.6% |
| All | -75.6% | +10.8% | -86.4% | -78.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling