+112.8%
PTF vs VOO
+75.9%
+36.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.0% |
| 7D | +5.8% | -2.0% | +7.8% | +9.9% |
| 30D | -4.8% | -1.7% | -3.2% | -1.7% |
| 3M | -15.7% | +4.7% | -20.5% | -21.7% |
| 6M | +12.7% | +12.6% | +0.1% | -7.2% |
| YTD | +31.6% | +11.8% | +19.9% | +10.3% |
| 1Y | +41.6% | +17.5% | +24.0% | +10.2% |
| All | +112.8% | +75.9% | +36.9% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling