-64.5%
PPLI vs VOO
+82.3%
-146.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.9% |
| 7D | -0.4% | +0.5% | -0.9% | -1.1% |
| 30D | -7.7% | -0.9% | -6.8% | -6.6% |
| 3M | -8.8% | +3.9% | -12.7% | -13.2% |
| 6M | +1.3% | +14.5% | -13.2% | -15.2% |
| YTD | -1.8% | +13.0% | -14.8% | -16.3% |
| 1Y | +5.2% | +19.4% | -14.2% | -16.7% |
| 3Y | -13.5% | +78.9% | -92.4% | -60.7% |
| 5Y | -64.5% | +82.3% | -146.7% | -84.1% |
| All | -64.5% | +82.3% | -146.8% | -84.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling