+58.6%
PTLC vs VOO
+80.3%
-21.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -2.0% | -2.0% | 0.0% | -1.0% |
| 30D | -1.6% | -1.7% | 0.0% | -0.8% |
| 3M | +4.6% | +4.7% | -0.1% | +2.2% |
| 6M | +7.1% | +12.6% | -5.4% | +1.0% |
| YTD | +6.2% | +11.8% | -5.5% | +0.5% |
| 1Y | +11.5% | +17.5% | -6.0% | +3.0% |
| 3Y | +46.5% | +77.0% | -30.5% | +13.8% |
| 5Y | +58.6% | +82.6% | -24.0% | +26.6% |
| All | +58.6% | +80.3% | -21.7% | +26.6% |
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 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