-86.0%
PTLO vs VOO
+72.6%
-158.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.0% |
| 7D | +2.3% | +2.6% | -0.3% | -0.4% |
| 30D | +45.7% | -2.0% | +47.7% | +47.0% |
| 3M | +35.1% | -2.8% | +37.9% | +37.6% |
| 6M | +68.1% | +2.2% | +65.9% | +60.0% |
| YTD | +49.6% | +11.5% | +38.0% | +27.4% |
| 1Y | +42.6% | +13.5% | +29.2% | +18.8% |
| 3Y | -54.7% | +78.1% | -132.8% | -79.1% |
| All | -86.0% | +72.6% | -158.6% | -92.7% |
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