+272.3%
PPLI vs VOO
+311.2%
-38.9%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.5% |
| 7D | +6.2% | +3.3% | +2.9% | +2.3% |
| 30D | +6.6% | -2.7% | +9.3% | +10.0% |
| 3M | +7.3% | -1.7% | +9.0% | +9.4% |
| 6M | +7.4% | +3.1% | +4.3% | +3.5% |
| YTD | +11.4% | +11.9% | -0.6% | -2.6% |
| 1Y | +27.6% | +12.1% | +15.5% | +11.3% |
| 3Y | +17.0% | +78.6% | -61.6% | -40.9% |
| 5Y | -61.1% | +73.8% | -134.9% | -79.3% |
| All | +272.3% | +311.2% | -38.9% | -27.8% |
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 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