+61.8%
PLX vs VOO
+82.6%
-20.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.2% |
| 7D | +5.1% | +0.1% | +5.0% | +5.0% |
| 30D | +9.4% | +0.1% | +9.4% | +9.3% |
| 3M | +32.8% | +2.0% | +30.8% | +30.8% |
| 6M | -5.7% | +13.0% | -18.7% | -13.2% |
| YTD | +48.3% | +13.6% | +34.8% | +35.8% |
| 1Y | +67.9% | +20.1% | +47.8% | +49.0% |
| 3Y | +34.8% | +77.6% | -42.7% | -5.3% |
| All | +61.8% | +82.6% | -20.8% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling