-42.3%
PLX vs VOO
+309.9%
-352.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.0% |
| 7D | -1.9% | -2.7% | +0.8% | 0.0% |
| 30D | -6.3% | -5.4% | -0.9% | -2.6% |
| 3M | +4.1% | -4.1% | +8.2% | +7.1% |
| 6M | +25.7% | +0.7% | +25.0% | +25.2% |
| YTD | +41.1% | +8.7% | +32.4% | +33.9% |
| 1Y | +14.4% | +11.0% | +3.5% | +7.2% |
| 3Y | +68.2% | +75.5% | -7.2% | +18.7% |
| 5Y | +128.8% | +68.4% | +60.5% | +64.7% |
| All | -42.3% | +309.9% | -352.2% | -65.1% |
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