+324.4%
PLXS vs VOO
+312.6%
+11.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.3% | +2.0% | +1.9% |
| 7D | +2.5% | -0.9% | +3.4% | +3.9% |
| 30D | -17.4% | -2.3% | -15.1% | -14.9% |
| 3M | -21.6% | -1.2% | -20.4% | -20.2% |
| 6M | -22.0% | +3.3% | -25.4% | -23.9% |
| YTD | +44.2% | +12.3% | +31.8% | +29.5% |
| 1Y | +47.4% | +12.5% | +34.9% | +32.5% |
| 3Y | +109.4% | +79.2% | +30.3% | +20.8% |
| 5Y | +128.1% | +75.7% | +52.5% | +33.3% |
| All | +324.4% | +312.6% | +11.9% | +9.2% |
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