+286.0%
PTH vs VOO
+317.9%
-31.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.3% | +2.0% | +2.0% |
| 7D | +3.7% | +0.1% | +3.6% | +3.8% |
| 30D | +2.0% | -3.3% | +5.3% | +5.7% |
| 3M | -0.7% | -2.4% | +1.7% | +1.9% |
| 6M | +16.5% | +2.6% | +13.9% | +13.8% |
| YTD | +20.6% | +11.3% | +9.3% | +8.6% |
| 1Y | +30.8% | +13.4% | +17.4% | +15.6% |
| 3Y | +104.2% | +80.3% | +23.9% | +14.3% |
| 5Y | +12.8% | +72.7% | -59.9% | -34.2% |
| 10Y | +286.0% | +310.0% | -24.0% | -10.8% |
| All | +286.0% | +317.9% | -31.9% | -10.8% |
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 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