+67.2%
PPT vs VOO
+812.0%
-744.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -0.6% | +0.5% | -1.1% | -0.8% |
| 30D | -0.1% | -0.9% | +0.8% | +0.2% |
| 3M | +1.1% | +3.9% | -2.8% | -0.2% |
| 6M | +0.5% | +14.5% | -14.1% | -4.0% |
| YTD | +1.9% | +13.0% | -11.0% | -2.2% |
| 1Y | +0.4% | +19.4% | -19.1% | -5.5% |
| 3Y | +26.7% | +78.9% | -52.1% | +3.2% |
| 5Y | +12.7% | +82.3% | -69.6% | -9.7% |
| 10Y | +50.6% | +314.2% | -263.6% | -9.3% |
| All | +67.2% | +812.0% | -744.8% | -21.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling