+1,997.5%
PLUS vs VOO
+777.9%
+1,219.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.3% | +11.4% | +11.4% |
| 7D | -0.9% | -2.7% | +1.8% | +2.4% |
| 30D | -0.7% | -5.4% | +4.6% | +5.6% |
| 3M | +2.3% | -4.1% | +6.3% | +7.2% |
| 6M | +11.1% | +0.7% | +10.3% | +10.2% |
| YTD | +6.0% | +8.7% | -2.7% | -3.3% |
| 1Y | +27.1% | +11.0% | +16.1% | +13.5% |
| 3Y | +45.3% | +75.5% | -30.1% | -20.5% |
| 5Y | +52.9% | +68.4% | -15.5% | -12.8% |
| 10Y | +283.1% | +315.7% | -32.6% | -14.4% |
| All | +1,997.5% | +777.9% | +1,219.6% | +90.0% |
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