+670.8%
PTH vs VOO
+777.9%
-107.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +1.8% |
| 7D | -3.9% | -2.7% | -1.2% | -1.1% |
| 30D | -0.5% | -5.4% | +4.9% | +5.5% |
| 3M | -2.5% | -4.1% | +1.6% | +1.9% |
| 6M | +8.9% | +0.7% | +8.2% | +8.3% |
| YTD | +15.6% | +8.7% | +6.8% | +6.4% |
| 1Y | +24.8% | +11.0% | +13.9% | +12.6% |
| 3Y | +90.0% | +75.5% | +14.5% | +7.9% |
| 5Y | +8.6% | +68.4% | -59.8% | -35.9% |
| 10Y | +302.8% | +315.7% | -12.9% | -6.9% |
| All | +670.8% | +777.9% | -107.1% | -14.5% |
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 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