+80.6%
PATN vs VOO
+37.5%
+43.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.1% |
| 7D | -0.8% | -2.0% | +1.2% | +1.2% |
| 30D | -0.7% | -1.7% | +1.0% | +0.9% |
| 3M | +1.9% | +4.7% | -2.9% | -2.3% |
| 6M | +18.7% | +12.6% | +6.1% | +7.6% |
| YTD | +31.3% | +11.8% | +19.5% | +19.8% |
| 1Y | +44.4% | +17.5% | +26.9% | +27.2% |
| All | +80.6% | +37.5% | +43.1% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling