+1,014.2%
PTIR vs VOO
+42.7%
+971.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -2.3% |
| 7D | -11.5% | +0.5% | -12.0% | -13.1% |
| 30D | -4.6% | -0.9% | -3.7% | +0.2% |
| 3M | +33.9% | +3.9% | +30.1% | +18.0% |
| 6M | -8.8% | +14.5% | -23.4% | -47.1% |
| YTD | -34.0% | +13.0% | -47.0% | -59.0% |
| 1Y | -23.1% | +19.4% | -42.5% | -60.2% |
| All | +1,014.2% | +42.7% | +971.5% | +275.8% |
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