+75.7%
VOO vs PL
+38.8%
+36.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | -0.9% | +13.4% | -14.3% | -2.0% |
| 30D | -2.3% | -10.2% | +7.8% | -1.7% |
| 3M | -1.2% | -39.5% | +38.3% | +2.4% |
| 6M | +3.3% | -65.7% | +69.1% | +11.0% |
| YTD | +12.3% | -27.3% | +39.6% | +11.7% |
| 1Y | +12.5% | +15.0% | -2.5% | +6.8% |
| 3Y | +79.2% | +560.8% | -481.7% | +33.9% |
| 5Y | +75.7% | +38.4% | +37.3% | +43.5% |
| All | +75.7% | +38.8% | +36.9% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 5y: compounded portfolio wealth divided by compounded PL 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…
5y analysis · Full analysis span regression · 6 months rolling