+205.7%
PPTA vs VOO
+112.4%
+93.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -0.6% |
| 7D | +5.4% | +0.5% | +4.8% | +4.7% |
| 30D | +0.2% | -0.9% | +1.1% | +1.4% |
| 3M | +8.1% | +3.9% | +4.2% | +4.3% |
| 6M | -23.1% | +14.5% | -37.6% | -32.4% |
| YTD | +2.3% | +13.0% | -10.7% | -8.4% |
| 1Y | +37.1% | +19.4% | +17.7% | +16.3% |
| 3Y | +657.2% | +78.9% | +578.3% | +333.7% |
| 5Y | +390.3% | +82.3% | +308.0% | +171.0% |
| All | +205.7% | +112.4% | +93.2% | +38.7% |
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 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