+11.5%
PPT vs VOO
+80.3%
-68.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -2.4% | -2.0% | -0.4% | -1.9% |
| 30D | -3.6% | -1.7% | -1.9% | -3.2% |
| 3M | -1.3% | +4.7% | -6.0% | -2.4% |
| 6M | -1.3% | +12.6% | -13.9% | -4.2% |
| YTD | -0.5% | +11.8% | -12.2% | -3.3% |
| 1Y | -2.0% | +17.5% | -19.5% | -6.0% |
| 3Y | +23.8% | +77.0% | -53.2% | +5.6% |
| 5Y | +11.5% | +82.6% | -71.1% | -6.4% |
| All | +11.5% | +80.3% | -68.8% | -6.4% |
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