+797.9%
PPLI vs VOO
+817.1%
-19.1%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -11.6% | +0.1% | -11.7% | -11.7% |
| 3M | -10.5% | +2.0% | -12.5% | -12.4% |
| 6M | +2.1% | +13.0% | -10.9% | -10.9% |
| YTD | -0.3% | +13.6% | -13.9% | -13.3% |
| 1Y | +6.0% | +20.1% | -14.1% | -13.4% |
| 3Y | -14.8% | +77.6% | -92.3% | -54.3% |
| 5Y | -64.0% | +82.4% | -146.5% | -80.8% |
| 10Y | +269.8% | +316.8% | -47.1% | -10.7% |
| All | +797.9% | +817.1% | -19.1% | +14.4% |
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