+68.9%
PPLT vs VOO
+78.5%
-9.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.3% |
| 7D | -2.6% | +2.6% | -5.2% | -4.2% |
| 30D | -6.8% | -2.0% | -4.8% | -5.6% |
| 3M | -13.1% | -2.8% | -10.4% | -11.5% |
| 6M | -30.9% | +2.2% | -33.1% | -31.6% |
| YTD | -27.6% | +11.5% | -39.1% | -31.3% |
| 1Y | -6.0% | +13.5% | -19.5% | -11.3% |
| 3Y | +68.9% | +78.1% | -9.2% | +16.0% |
| All | +68.9% | +78.5% | -9.6% | +16.0% |
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