+58.0%
PLX vs VOO
+12.1%
+45.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.4% |
| 7D | +20.1% | +2.6% | +17.5% | +17.1% |
| 30D | +16.9% | -2.0% | +18.8% | +19.4% |
| 3M | +29.2% | -2.8% | +32.0% | +33.2% |
| 6M | +58.0% | +2.2% | +55.9% | +54.0% |
| YTD | +69.4% | +11.5% | +57.9% | +47.1% |
| 1Y | +58.0% | +13.5% | +44.5% | +34.8% |
| All | +58.0% | +12.1% | +45.9% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling