-97.9%
PTLE vs VOO
+34.4%
-132.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.5% | -4.8% |
| 7D | -3.6% | -0.4% | -3.2% | -3.4% |
| 30D | -32.5% | -1.4% | -31.1% | -32.2% |
| 3M | +22.0% | +3.7% | +18.3% | +20.6% |
| 6M | -24.7% | +13.0% | -37.8% | -29.7% |
| YTD | -15.6% | +12.4% | -28.1% | -21.0% |
| 1Y | -43.4% | +18.6% | -62.0% | -46.6% |
| All | -97.9% | +34.4% | -132.3% | -97.6% |
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