-37.1%
PTC vs VOO
+17.3%
-54.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | -14.2% | -2.0% | -12.3% | -13.3% |
| 30D | -14.4% | -1.7% | -12.8% | -13.6% |
| 3M | -4.7% | +4.7% | -9.4% | -6.9% |
| 6M | -19.3% | +12.6% | -31.9% | -26.2% |
| YTD | -26.1% | +11.8% | -37.9% | -31.9% |
| 1Y | -37.1% | +17.5% | -54.6% | -45.1% |
| All | -37.1% | +17.3% | -54.4% | -45.1% |
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