+687.4%
PTC vs VOO
+817.1%
-129.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.7% | -5.6% |
| 7D | -10.3% | +0.1% | -10.4% | -10.4% |
| 30D | +1.1% | +0.1% | +1.1% | +1.1% |
| 3M | +1.6% | +2.0% | -0.4% | -1.4% |
| 6M | -13.5% | +13.0% | -26.5% | -26.0% |
| YTD | -19.1% | +13.6% | -32.6% | -31.1% |
| 1Y | -33.9% | +20.1% | -53.9% | -47.4% |
| 3Y | -3.9% | +77.6% | -81.5% | -52.5% |
| 5Y | +6.0% | +82.4% | -76.4% | -49.0% |
| 10Y | +223.7% | +316.8% | -93.1% | -45.8% |
| All | +687.4% | +817.1% | -129.7% | -59.9% |
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