+148.3%
PTGX vs VOO
+18.2%
+130.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.9% |
| 7D | +1.7% | -0.8% | +2.5% | +1.8% |
| 30D | -2.5% | -1.1% | -1.4% | -2.4% |
| 3M | +35.0% | +3.9% | +31.1% | +34.1% |
| 6M | +53.6% | +13.6% | +40.0% | +51.7% |
| YTD | +69.7% | +12.7% | +57.0% | +66.4% |
| 1Y | +148.3% | +17.6% | +130.7% | +156.3% |
| All | +148.3% | +18.2% | +130.1% | +156.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling