+180.3%
PTLC vs VOO
+309.6%
-129.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +2.5% | +2.6% | -0.1% | +1.0% |
| 30D | -2.0% | -2.0% | 0.0% | -0.9% |
| 3M | -2.9% | -2.8% | -0.2% | -1.4% |
| 6M | +1.8% | +2.2% | -0.3% | +0.8% |
| YTD | +5.9% | +11.5% | -5.6% | 0.0% |
| 1Y | +7.7% | +13.5% | -5.8% | +0.7% |
| 3Y | +49.8% | +78.1% | -28.3% | +10.8% |
| 5Y | +50.4% | +73.1% | -22.7% | +12.6% |
| All | +180.3% | +309.6% | -129.4% | +20.0% |
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 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