+720.3%
PTH vs VOO
+817.1%
-96.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +1.7% | +0.1% | +1.7% | +1.7% |
| 3M | +22.5% | +2.0% | +20.5% | +20.0% |
| 6M | +24.1% | +13.0% | +11.0% | +9.7% |
| YTD | +23.0% | +13.6% | +9.4% | +8.1% |
| 1Y | +57.0% | +20.1% | +37.0% | +30.4% |
| 3Y | +68.4% | +77.6% | -9.2% | -5.7% |
| 5Y | +7.9% | +82.4% | -74.6% | -41.4% |
| 10Y | +290.4% | +316.8% | -26.4% | -10.0% |
| All | +720.3% | +817.1% | -96.8% | -13.1% |
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