-80.4%
PTHS vs VOO
+56.7%
-137.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.3% | +4.2% | +4.1% |
| 7D | -7.5% | -0.9% | -6.6% | -6.3% |
| 30D | -51.9% | -2.3% | -49.5% | -50.0% |
| 3M | -67.2% | -1.2% | -66.0% | -66.3% |
| 6M | -65.0% | +3.3% | -68.4% | -65.9% |
| YTD | -69.7% | +12.3% | -82.0% | -73.3% |
| 1Y | -71.5% | +12.5% | -84.0% | -74.9% |
| All | -80.4% | +56.7% | -137.1% | -85.3% |
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