-97.0%
PLX vs VOO
+775.2%
-872.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.4% | -2.3% | -3.8% |
| 7D | -3.8% | -4.7% | +0.9% | -0.6% |
| 30D | -8.1% | -5.9% | -2.2% | -4.1% |
| 3M | +2.9% | -4.5% | +7.4% | +6.2% |
| 6M | +28.1% | +1.9% | +26.2% | +26.5% |
| YTD | +39.4% | +8.4% | +31.0% | +32.5% |
| 1Y | +5.5% | +9.5% | -4.0% | -0.4% |
| 3Y | +35.7% | +75.3% | -39.6% | -5.3% |
| 5Y | +126.1% | +67.9% | +58.3% | +60.8% |
| 10Y | -41.6% | +314.4% | -356.1% | -77.3% |
| All | -97.0% | +775.2% | -872.2% | -99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling