+679.3%
PLXS vs VOO
+777.9%
-98.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.0% |
| 7D | -7.6% | -2.7% | -4.9% | -4.5% |
| 30D | -27.9% | -5.4% | -22.5% | -22.9% |
| 3M | -28.4% | -4.1% | -24.4% | -24.6% |
| 6M | -27.5% | +0.7% | -28.2% | -27.5% |
| YTD | +30.7% | +8.7% | +22.0% | +20.4% |
| 1Y | +33.9% | +11.0% | +23.0% | +20.9% |
| 3Y | +93.3% | +75.5% | +17.9% | +6.5% |
| 5Y | +103.4% | +68.4% | +35.0% | +15.8% |
| 10Y | +321.6% | +315.7% | +5.9% | -21.7% |
| All | +679.3% | +777.9% | -98.6% | -57.9% |
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