+673.1%
PTF vs VOO
+325.3%
+347.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.2% |
| 7D | +2.0% | -0.8% | +2.7% | +3.1% |
| 30D | -7.3% | -1.1% | -6.2% | -5.8% |
| 3M | -20.1% | +3.9% | -24.0% | -23.5% |
| 6M | +14.1% | +13.6% | +0.4% | -2.4% |
| YTD | +33.5% | +12.7% | +20.8% | +16.0% |
| 1Y | +41.4% | +17.6% | +23.8% | +17.2% |
| 3Y | +115.9% | +77.3% | +38.6% | +7.9% |
| 5Y | +95.1% | +84.1% | +10.9% | -3.8% |
| All | +673.1% | +325.3% | +347.8% | +38.6% |
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