+285.0%
PTCT vs VOO
+487.9%
-202.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.7% |
| 7D | -3.0% | +2.6% | -5.6% | -6.0% |
| 30D | +6.4% | -2.0% | +8.4% | +9.1% |
| 3M | -11.8% | -2.8% | -9.0% | -8.8% |
| 6M | -13.6% | +2.2% | -15.7% | -16.4% |
| YTD | -16.4% | +11.5% | -27.9% | -27.2% |
| 1Y | -15.3% | +13.5% | -28.8% | -27.7% |
| 3Y | +242.6% | +78.1% | +164.5% | +69.5% |
| 5Y | +60.7% | +73.1% | -12.4% | -18.3% |
| 10Y | +461.9% | +310.7% | +151.1% | -28.9% |
| All | +285.0% | +487.9% | -202.8% | -61.9% |
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