-85.9%
PLU vs VOO
+10.7%
-96.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | -5.3% |
| 7D | +24.1% | -0.9% | +25.0% | +34.0% |
| 30D | -27.8% | -2.3% | -25.4% | -14.8% |
| 3M | -71.2% | -1.2% | -70.0% | -67.5% |
| 6M | -93.6% | +3.3% | -97.0% | -93.1% |
| All | -85.9% | +10.7% | -96.6% | -86.5% |
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 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