+993.6%
PTC vs VOO
+798.5%
+195.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | -2.3% |
| 7D | +0.8% | +0.1% | +0.7% | +0.4% |
| 30D | +0.7% | -3.3% | +4.0% | +4.3% |
| 3M | +32.6% | -2.4% | +35.0% | +36.2% |
| 6M | +33.6% | +2.6% | +31.0% | +28.3% |
| YTD | +12.4% | +11.3% | +1.2% | -2.3% |
| 1Y | +11.2% | +13.4% | -2.2% | -5.6% |
| 3Y | +31.7% | +80.3% | -48.6% | -36.3% |
| 5Y | +60.1% | +72.7% | -12.6% | -18.1% |
| 10Y | +317.2% | +310.0% | +7.2% | -29.1% |
| All | +993.6% | +798.5% | +195.1% | -43.1% |
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 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