+191.7%
PPL vs VOO
+777.9%
-586.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | +0.4% | -2.7% | +3.1% | +1.9% |
| 30D | +5.4% | -5.4% | +10.8% | +8.6% |
| 3M | +4.3% | -4.1% | +8.3% | +6.5% |
| 6M | -1.3% | +0.7% | -2.1% | -2.3% |
| YTD | +4.7% | +8.7% | -4.0% | -1.3% |
| 1Y | +1.3% | +11.0% | -9.7% | -5.7% |
| 3Y | +57.2% | +75.5% | -18.2% | +7.5% |
| 5Y | +48.2% | +68.4% | -20.1% | +2.8% |
| 10Y | +62.7% | +315.7% | -252.9% | -36.0% |
| All | +191.7% | +777.9% | -586.1% | -18.0% |
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