-75.7%
PTLO vs VOO
+77.0%
-152.7%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.5% | -6.6% | -6.6% |
| 7D | -8.7% | -0.4% | -8.3% | -8.3% |
| 30D | -8.3% | -1.4% | -6.9% | -6.9% |
| 3M | +3.8% | +3.7% | +0.1% | -0.3% |
| 6M | -18.0% | +13.0% | -31.0% | -28.8% |
| YTD | -9.5% | +12.4% | -21.9% | -21.0% |
| 1Y | -37.0% | +18.6% | -55.6% | -48.4% |
| All | -75.7% | +77.0% | -152.7% | -88.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling