+15,499.4%
PATK vs VOO
+817.1%
+14,682.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -4.9% | +0.1% | -4.9% | -5.0% |
| 3M | -3.2% | +2.0% | -5.2% | -6.3% |
| 6M | -30.8% | +13.0% | -43.8% | -41.8% |
| YTD | -22.5% | +13.6% | -36.1% | -35.3% |
| 1Y | -26.0% | +20.1% | -46.1% | -43.0% |
| 3Y | +55.2% | +77.6% | -22.4% | -31.0% |
| 5Y | +69.8% | +82.4% | -12.7% | -27.4% |
| 10Y | +222.5% | +316.8% | -94.4% | -50.2% |
| All | +15,499.4% | +817.1% | +14,682.3% | +692.0% |
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