+207.9%
PATK vs VOO
+321.7%
-113.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.9% |
| 7D | -8.2% | -2.0% | -6.3% | -5.6% |
| 30D | -13.9% | -1.7% | -12.2% | -11.8% |
| 3M | -10.0% | +4.7% | -14.7% | -16.2% |
| 6M | -34.6% | +12.6% | -47.2% | -45.1% |
| YTD | -30.0% | +11.8% | -41.7% | -40.8% |
| 1Y | -31.7% | +17.5% | -49.2% | -46.5% |
| 3Y | +53.3% | +77.0% | -23.7% | -35.2% |
| 5Y | +56.7% | +82.6% | -25.9% | -37.2% |
| All | +207.9% | +321.7% | -113.9% | -68.0% |
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 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