+41.1%
PTN vs VOO
+20.9%
+20.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -3.0% |
| 7D | +21.2% | +0.1% | +21.1% | +21.2% |
| 30D | +59.9% | +0.1% | +59.9% | +60.0% |
| 3M | -11.4% | +2.0% | -13.4% | -10.2% |
| 6M | -40.2% | +13.0% | -53.2% | -37.9% |
| YTD | -17.4% | +13.6% | -31.0% | -13.4% |
| 1Y | +41.1% | +20.1% | +21.0% | +57.2% |
| All | +41.1% | +20.9% | +20.2% | +57.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling