+6.2%
PTBD vs VOO
+182.5%
-176.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | -0.2% | -0.4% | +0.1% | -0.2% |
| 30D | -0.4% | -1.4% | +0.9% | -0.3% |
| 3M | +0.7% | +3.7% | -3.0% | +0.4% |
| 6M | +1.4% | +13.0% | -11.7% | +0.5% |
| YTD | +1.4% | +12.4% | -11.1% | +0.5% |
| 1Y | +1.1% | +18.6% | -17.5% | -0.1% |
| 3Y | +14.8% | +78.1% | -63.2% | +10.5% |
| 5Y | -7.8% | +82.3% | -90.0% | -12.4% |
| All | +6.2% | +182.5% | -176.3% | +9.7% |
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