-13.5%
PPLI vs VOO
+79.1%
-92.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.9% |
| 7D | -0.4% | +0.5% | -0.9% | -1.0% |
| 30D | -7.7% | -0.9% | -6.8% | -6.7% |
| 3M | -8.8% | +3.9% | -12.7% | -12.6% |
| 6M | +1.3% | +14.5% | -13.2% | -13.3% |
| YTD | -1.8% | +13.0% | -14.8% | -14.5% |
| 1Y | +5.2% | +19.4% | -14.2% | -14.3% |
| 3Y | -13.5% | +78.9% | -92.4% | -60.3% |
| All | -13.5% | +79.1% | -92.7% | -60.3% |
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