+71.4%
PLUS vs VOO
+82.6%
-11.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.7% |
| 7D | +5.5% | +0.1% | +5.4% | +5.4% |
| 30D | -2.3% | +0.1% | -2.4% | -2.3% |
| 3M | +14.6% | +2.0% | +12.6% | +12.0% |
| 6M | +15.0% | +13.0% | +2.0% | +0.8% |
| YTD | +6.0% | +13.6% | -7.6% | -7.6% |
| 1Y | +30.0% | +20.1% | +9.9% | +7.0% |
| 3Y | +40.7% | +77.6% | -36.9% | -22.2% |
| All | +71.4% | +82.6% | -11.1% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling