+38.3%
PLX vs VOO
+11.8%
+26.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.1% |
| 7D | +17.9% | +3.3% | +14.7% | +13.9% |
| 30D | +7.6% | -2.7% | +10.3% | +11.0% |
| 3M | +13.0% | -1.7% | +14.7% | +15.3% |
| 6M | +55.0% | +3.1% | +51.9% | +48.8% |
| YTD | +64.4% | +11.9% | +52.5% | +39.8% |
| 1Y | +38.3% | +12.1% | +26.3% | +17.4% |
| All | +38.3% | +11.8% | +26.5% | +17.4% |
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