+970.6%
PTIR vs VOO
+42.4%
+928.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | -2.0% |
| 7D | -8.3% | -0.8% | -7.6% | -5.2% |
| 30D | -7.3% | -1.1% | -6.2% | -1.9% |
| 3M | +39.9% | +3.9% | +36.0% | +23.5% |
| 6M | -5.6% | +13.6% | -19.3% | -43.3% |
| YTD | -36.6% | +12.7% | -49.3% | -60.2% |
| 1Y | -33.1% | +17.6% | -50.7% | -62.9% |
| All | +970.6% | +42.4% | +928.2% | +264.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling