-99.4%
PTN vs VOO
+812.0%
-911.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | +9.9% | +0.5% | +9.3% | +9.4% |
| 30D | +63.2% | -0.9% | +64.1% | +64.5% |
| 3M | -10.2% | +3.9% | -14.1% | -13.7% |
| 6M | -47.1% | +14.5% | -61.7% | -53.6% |
| YTD | -17.6% | +13.0% | -30.5% | -26.8% |
| 1Y | +46.6% | +19.4% | +27.2% | +22.5% |
| 3Y | -87.8% | +78.9% | -166.7% | -93.4% |
| 5Y | -97.9% | +82.3% | -180.2% | -98.8% |
| 10Y | -98.3% | +314.2% | -412.5% | -99.5% |
| All | -99.4% | +812.0% | -911.4% | -99.9% |
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