-16.9%
PTEN vs VOO
+325.3%
-342.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.6% |
| 7D | +3.5% | -0.8% | +4.2% | +4.6% |
| 30D | +17.5% | -1.1% | +18.6% | +19.1% |
| 3M | +12.7% | +3.9% | +8.8% | +5.5% |
| 6M | +33.1% | +13.6% | +19.5% | +6.6% |
| YTD | +116.4% | +12.7% | +103.7% | +75.3% |
| 1Y | +141.2% | +17.6% | +123.6% | +83.4% |
| 3Y | -3.8% | +77.3% | -81.1% | -59.5% |
| 5Y | +92.7% | +84.1% | +8.6% | -23.6% |
| All | -16.9% | +325.3% | -342.1% | -88.8% |
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