+48.1%
PPT vs VOO
+325.3%
-277.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -2.6% | -0.8% | -1.9% | -2.4% |
| 30D | -3.3% | -1.1% | -2.3% | -3.0% |
| 3M | -1.3% | +3.9% | -5.2% | -2.6% |
| 6M | -1.6% | +13.6% | -15.3% | -6.0% |
| YTD | -0.8% | +12.7% | -13.5% | -4.9% |
| 1Y | -2.8% | +17.6% | -20.4% | -8.3% |
| 3Y | +24.1% | +77.3% | -53.2% | -0.2% |
| 5Y | +11.2% | +84.1% | -72.9% | -12.8% |
| All | +48.1% | +325.3% | -277.1% | -12.0% |
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 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