+152.0%
PLXS vs VOO
+77.8%
+74.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.1% |
| 7D | +2.1% | +0.1% | +2.0% | +2.0% |
| 30D | -10.5% | +0.1% | -10.5% | -10.5% |
| 3M | -13.5% | +2.0% | -15.5% | -15.5% |
| 6M | +24.3% | +13.0% | +11.2% | +6.5% |
| YTD | +67.3% | +13.6% | +53.8% | +42.7% |
| 1Y | +78.5% | +20.1% | +58.5% | +43.1% |
| All | +152.0% | +77.8% | +74.2% | +40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling