+198.3%
PTC vs VOO
+315.3%
-117.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.8% |
| 7D | -13.6% | -0.4% | -13.2% | -13.2% |
| 30D | -14.7% | -1.4% | -13.3% | -13.3% |
| 3M | -5.9% | +3.7% | -9.6% | -10.0% |
| 6M | -21.1% | +13.0% | -34.2% | -31.6% |
| YTD | -26.0% | +12.4% | -38.5% | -35.5% |
| 1Y | -36.8% | +18.6% | -55.4% | -48.1% |
| 3Y | -10.3% | +78.1% | -88.3% | -53.2% |
| 5Y | +1.2% | +82.3% | -81.1% | -48.2% |
| 10Y | +198.3% | +322.5% | -124.2% | -43.5% |
| All | +198.3% | +315.3% | -117.0% | -43.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling