+1,286.1%
PTF vs VOO
+800.4%
+485.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.4% |
| 7D | +5.1% | +2.6% | +2.5% | +1.7% |
| 30D | -10.6% | -2.0% | -8.6% | -7.8% |
| 3M | -15.1% | -2.8% | -12.3% | -11.2% |
| 6M | -23.0% | +2.2% | -25.1% | -23.5% |
| YTD | +23.3% | +11.5% | +11.7% | +10.3% |
| 1Y | +27.2% | +13.5% | +13.7% | +11.7% |
| 3Y | +110.9% | +78.1% | +32.8% | +9.4% |
| 5Y | +56.2% | +73.1% | -16.9% | -13.3% |
| 10Y | +611.1% | +310.7% | +300.4% | +51.0% |
| All | +1,286.1% | +800.4% | +485.7% | +20.7% |
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