+685.7%
PTGX vs VOO
+77.4%
+608.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.7% |
| 7D | +1.7% | -0.8% | +2.5% | +2.1% |
| 30D | -2.5% | -1.1% | -1.4% | -2.0% |
| 3M | +35.0% | +3.9% | +31.1% | +32.4% |
| 6M | +53.6% | +13.6% | +40.0% | +44.7% |
| YTD | +69.7% | +12.7% | +57.0% | +60.3% |
| 1Y | +148.3% | +17.6% | +130.7% | +129.1% |
| 3Y | +685.7% | +77.3% | +608.4% | +325.0% |
| All | +685.7% | +77.4% | +608.3% | +325.0% |
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