-97.3%
PTLE vs VOO
+34.2%
-131.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.5% | +1.4% |
| 7D | -8.8% | -0.9% | -7.9% | -8.5% |
| 30D | +19.5% | -2.3% | +21.8% | +20.4% |
| 3M | -0.1% | -1.2% | +1.1% | +0.3% |
| 6M | +60.2% | +3.3% | +56.8% | +58.2% |
| YTD | +9.1% | +12.3% | -3.2% | +2.2% |
| 1Y | -50.2% | +12.5% | -62.7% | -53.4% |
| All | -97.3% | +34.2% | -131.5% | -96.9% |
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