-84.5%
PTHS vs VOO
+55.6%
-140.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.4% | -7.0% | -6.9% |
| 7D | -20.5% | +2.6% | -23.1% | -22.6% |
| 30D | -63.3% | -2.0% | -61.3% | -61.9% |
| 3M | -74.3% | -2.8% | -71.5% | -73.1% |
| 6M | -71.4% | +2.2% | -73.6% | -71.7% |
| YTD | -76.0% | +11.5% | -87.5% | -78.6% |
| 1Y | -78.5% | +13.5% | -92.0% | -81.3% |
| All | -84.5% | +55.6% | -140.1% | -88.3% |
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 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