-9.9%
PPLT vs VOO
+795.4%
-805.3%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | +8.7% | -0.6% | +9.3% | +9.0% |
| 30D | -8.6% | -3.6% | -4.9% | -7.1% |
| 3M | -12.4% | -2.7% | -9.7% | -11.2% |
| 6M | -25.1% | +2.2% | -27.3% | -25.6% |
| YTD | -25.2% | +10.9% | -36.1% | -28.1% |
| 1Y | -3.3% | +11.3% | -14.7% | -7.1% |
| 3Y | +78.7% | +76.9% | +1.8% | +40.6% |
| 5Y | +39.8% | +73.5% | -33.7% | +9.6% |
| 10Y | +49.2% | +307.7% | -258.4% | -15.5% |
| All | -9.9% | +795.4% | -805.3% | -64.0% |
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 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