+1,427.1%
PTF vs VOO
+812.0%
+615.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +4.4% |
| 7D | +10.9% | +0.5% | +10.4% | +10.0% |
| 30D | -4.0% | -0.9% | -3.0% | -2.8% |
| 3M | -16.6% | +3.9% | -20.5% | -19.8% |
| 6M | +23.3% | +14.5% | +8.8% | +5.4% |
| YTD | +35.8% | +13.0% | +22.8% | +18.6% |
| 1Y | +48.4% | +19.4% | +29.0% | +22.0% |
| 3Y | +120.4% | +78.9% | +41.5% | +13.0% |
| 5Y | +96.8% | +82.3% | +14.5% | +2.1% |
| 10Y | +673.4% | +314.2% | +359.2% | +61.1% |
| All | +1,427.1% | +812.0% | +615.1% | +29.8% |
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 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