+13.9%
PTA vs VOO
+151.8%
-137.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -1.8% | +0.1% | -1.9% | -1.8% |
| 3M | -4.1% | +2.0% | -6.1% | -5.0% |
| 6M | -2.2% | +13.0% | -15.2% | -7.0% |
| YTD | +0.2% | +13.6% | -13.4% | -5.0% |
| 1Y | -4.0% | +20.1% | -24.0% | -10.9% |
| 3Y | +27.4% | +77.6% | -50.2% | +0.7% |
| 5Y | +5.2% | +82.4% | -77.3% | -19.4% |
| All | +13.9% | +151.8% | -137.9% | -14.0% |
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