+83.1%
PATN vs VOO
+38.6%
+44.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +0.5% |
| 7D | -0.9% | -0.8% | -0.2% | -0.2% |
| 30D | -0.6% | -1.1% | +0.5% | +0.5% |
| 3M | -1.5% | +3.9% | -5.4% | -4.8% |
| 6M | +20.4% | +13.6% | +6.8% | +8.2% |
| YTD | +33.0% | +12.7% | +20.3% | +20.4% |
| 1Y | +44.7% | +17.6% | +27.1% | +27.1% |
| All | +83.1% | +38.6% | +44.4% | +39.9% |
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