-41.6%
PLX vs VOO
+317.9%
-359.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.2% | -0.4% |
| 7D | +0.4% | +0.1% | +0.3% | +0.5% |
| 30D | -7.6% | -3.3% | -4.2% | -5.3% |
| 3M | +4.5% | -2.4% | +6.9% | +6.2% |
| 6M | +32.5% | +2.6% | +29.9% | +30.3% |
| YTD | +42.8% | +11.3% | +31.5% | +33.4% |
| 1Y | +17.4% | +13.4% | +3.9% | +8.3% |
| 3Y | +84.9% | +80.3% | +4.6% | +28.2% |
| 5Y | +117.8% | +72.7% | +45.1% | +54.2% |
| 10Y | -41.6% | +310.0% | -351.6% | -56.9% |
| All | -41.6% | +317.9% | -359.5% | -56.9% |
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