+954.2%
PTIR vs VOO
+41.2%
+913.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -1.9% |
| 7D | -17.9% | -2.0% | -15.9% | -10.4% |
| 30D | -12.8% | -1.7% | -11.1% | -5.4% |
| 3M | +39.2% | +4.7% | +34.5% | +18.7% |
| 6M | -6.6% | +12.6% | -19.1% | -41.5% |
| YTD | -37.6% | +11.8% | -49.3% | -59.4% |
| 1Y | -36.1% | +17.5% | -53.6% | -64.6% |
| All | +954.2% | +41.2% | +913.0% | +272.0% |
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