+59.2%
PPLT vs VOO
+321.7%
-262.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.6% | -5.3% | -5.6% |
| 7D | -2.2% | -2.0% | -0.2% | -1.2% |
| 30D | +2.2% | -1.7% | +3.9% | +3.1% |
| 3M | +6.6% | +4.7% | +1.9% | +4.3% |
| 6M | -19.3% | +12.6% | -31.9% | -23.5% |
| YTD | -13.5% | +11.8% | -25.2% | -17.5% |
| 1Y | +27.4% | +17.5% | +9.9% | +18.8% |
| 3Y | +95.2% | +77.0% | +18.2% | +49.5% |
| 5Y | +80.3% | +82.6% | -2.3% | +34.3% |
| All | +59.2% | +321.7% | -262.5% | -12.7% |
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