-88.0%
PTN vs VOO
+75.9%
-164.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.3% |
| 7D | -8.1% | -2.0% | -6.1% | -7.6% |
| 30D | +62.2% | -1.7% | +63.9% | +63.0% |
| 3M | -11.9% | +4.7% | -16.6% | -13.3% |
| 6M | -46.5% | +12.6% | -59.0% | -48.5% |
| YTD | -21.8% | +11.8% | -33.6% | -24.7% |
| 1Y | +37.4% | +17.5% | +19.8% | +28.8% |
| All | -88.0% | +75.9% | -164.0% | -91.2% |
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 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