+296.1%
PLUS vs VOO
+317.9%
-21.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.2% | 0.0% |
| 7D | +5.9% | +0.1% | +5.8% | +6.0% |
| 30D | +1.2% | -3.3% | +4.6% | +5.3% |
| 3M | +5.8% | -2.4% | +8.2% | +8.9% |
| 6M | +5.3% | +2.6% | +2.7% | +2.3% |
| YTD | +8.7% | +11.3% | -2.5% | -3.6% |
| 1Y | +12.7% | +13.4% | -0.8% | -2.2% |
| 3Y | +62.5% | +80.3% | -17.8% | -15.1% |
| 5Y | +58.6% | +72.7% | -14.1% | -13.3% |
| 10Y | +296.1% | +310.0% | -13.9% | -16.3% |
| All | +296.1% | +317.9% | -21.8% | -16.3% |
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 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