-51.2%
PTHS vs VOO
+56.8%
-108.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.2% |
| 7D | -6.4% | -0.4% | -6.1% | -6.1% |
| 30D | -19.2% | -1.4% | -17.9% | -18.2% |
| 3M | -12.9% | +3.7% | -16.7% | -16.8% |
| 6M | +1.6% | +13.0% | -11.4% | -12.0% |
| YTD | -24.5% | +12.4% | -36.9% | -34.4% |
| 1Y | -25.8% | +18.6% | -44.4% | -39.8% |
| All | -51.2% | +56.8% | -108.1% | -64.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling