-86.1%
PLU vs VOO
+9.3%
-95.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.1% | +0.3% |
| 7D | +6.4% | -0.6% | +7.0% | +11.5% |
| 30D | -38.5% | -3.6% | -34.9% | -22.2% |
| 3M | -70.0% | -2.7% | -67.3% | -63.3% |
| 6M | -92.9% | +2.2% | -95.2% | -91.8% |
| All | -86.1% | +9.3% | -95.4% | -85.8% |
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