-23.3%
PPTA vs VOO
+14.7%
-38.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | -3.2% |
| 7D | -11.9% | -0.7% | -11.1% | -9.6% |
| 30D | -19.6% | -1.1% | -18.5% | -16.2% |
| 3M | -20.9% | -0.3% | -20.6% | -19.1% |
| 6M | -39.2% | +7.4% | -46.6% | -48.5% |
| YTD | -32.5% | +13.4% | -45.8% | -49.1% |
| 1Y | -23.3% | +14.8% | -38.1% | -43.7% |
| All | -23.3% | +14.7% | -38.0% | -43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling