+697.3%
PTCT vs VOO
+321.7%
+375.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.3% |
| 7D | -5.6% | -2.0% | -3.7% | -3.6% |
| 30D | -8.6% | -1.7% | -6.9% | -7.0% |
| 3M | -8.2% | +4.7% | -12.9% | -12.9% |
| 6M | -1.7% | +12.6% | -14.3% | -13.7% |
| YTD | -11.3% | +11.8% | -23.1% | -21.6% |
| 1Y | +15.5% | +17.5% | -2.0% | -3.4% |
| 3Y | +64.4% | +77.0% | -12.5% | -9.8% |
| 5Y | +61.2% | +82.6% | -21.4% | -15.3% |
| All | +697.3% | +321.7% | +375.6% | +21.5% |
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