+235.7%
PATK vs VOO
+309.6%
-73.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.0% | +3.2% |
| 7D | +2.4% | +2.6% | -0.2% | -1.2% |
| 30D | +27.5% | -2.0% | +29.4% | +30.5% |
| 3M | -6.1% | -2.8% | -3.4% | -2.9% |
| 6M | -14.6% | +2.2% | -16.8% | -18.1% |
| YTD | -24.5% | +11.5% | -36.0% | -36.3% |
| 1Y | -18.8% | +13.5% | -32.3% | -33.2% |
| 3Y | +63.5% | +78.1% | -14.6% | -32.0% |
| 5Y | +63.1% | +73.1% | -10.0% | -28.8% |
| All | +235.7% | +309.6% | -73.9% | -66.4% |
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 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