-94.8%
PTON vs VOO
+82.3%
-177.2%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -5.5% |
| 7D | -1.0% | +0.5% | -1.5% | -2.0% |
| 30D | -11.3% | -0.9% | -10.3% | -9.5% |
| 3M | -11.0% | +3.9% | -14.8% | -18.0% |
| 6M | +31.6% | +14.5% | +17.1% | -1.8% |
| YTD | -18.2% | +13.0% | -31.1% | -36.5% |
| 1Y | -37.8% | +19.4% | -57.2% | -57.1% |
| 3Y | -7.5% | +78.9% | -86.4% | -72.3% |
| 5Y | -94.8% | +82.3% | -177.1% | -98.5% |
| All | -94.8% | +82.3% | -177.2% | -98.5% |
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