+1,997.3%
PLUS vs VOO
+817.1%
+1,180.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.8% |
| 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% | +11.8% |
| 6M | +15.0% | +13.0% | +2.0% | +0.4% |
| YTD | +6.0% | +13.6% | -7.6% | -8.0% |
| 1Y | +30.0% | +20.1% | +9.9% | +6.4% |
| 3Y | +40.7% | +77.6% | -36.9% | -24.2% |
| 5Y | +71.0% | +82.4% | -11.4% | -10.7% |
| 10Y | +303.5% | +316.8% | -13.4% | -10.5% |
| All | +1,997.3% | +817.1% | +1,180.2% | +80.8% |
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