+37.2%
PPLT vs VOO
+18.9%
+18.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.6% | +4.9% |
| 7D | +7.3% | -0.4% | +7.7% | +7.9% |
| 30D | +7.8% | -1.4% | +9.2% | +10.0% |
| 3M | +9.7% | +3.7% | +6.0% | +4.0% |
| 6M | -13.4% | +13.0% | -26.5% | -26.4% |
| YTD | -8.0% | +12.4% | -20.4% | -20.9% |
| 1Y | +37.2% | +18.6% | +18.6% | +20.4% |
| All | +37.2% | +18.9% | +18.3% | +20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling