+40.6%
PLXS vs VOO
+12.0%
+28.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.4% |
| 7D | -5.4% | -0.6% | -4.8% | -4.2% |
| 30D | -21.8% | -3.6% | -18.2% | -16.1% |
| 3M | -23.3% | -2.7% | -20.6% | -19.0% |
| 6M | -23.0% | +2.2% | -25.3% | -24.9% |
| YTD | +39.6% | +10.9% | +28.7% | +17.9% |
| 1Y | +40.6% | +11.3% | +29.2% | +18.5% |
| All | +40.6% | +12.0% | +28.5% | +18.5% |
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