+83.7%
PATN vs VOO
+38.3%
+45.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.3% |
| 7D | +1.7% | -0.4% | +2.0% | +2.0% |
| 30D | +1.7% | -1.4% | +3.1% | +3.1% |
| 3M | +1.1% | +3.7% | -2.7% | -2.2% |
| 6M | +22.0% | +13.0% | +9.0% | +10.1% |
| YTD | +33.5% | +12.4% | +21.1% | +21.1% |
| 1Y | +47.6% | +18.6% | +29.0% | +29.0% |
| All | +83.7% | +38.3% | +45.4% | +40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling