+254.7%
PTH vs VOO
+309.6%
-55.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | -0.2% | +2.6% | -2.8% | -2.7% |
| 30D | +0.1% | -2.0% | +2.1% | +2.4% |
| 3M | -4.3% | -2.8% | -1.5% | -1.3% |
| 6M | +9.1% | +2.2% | +6.9% | +7.0% |
| YTD | +15.3% | +11.5% | +3.8% | +3.7% |
| 1Y | +24.2% | +13.5% | +10.7% | +9.7% |
| 3Y | +90.8% | +78.1% | +12.7% | +8.1% |
| 5Y | +8.9% | +73.1% | -64.2% | -36.6% |
| All | +254.7% | +309.6% | -55.0% | -19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling