+111.7%
PTY vs VOO
+317.9%
-206.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -2.0% | -1.1% |
| 7D | +4.3% | +0.1% | +4.2% | +4.1% |
| 30D | +4.0% | -3.3% | +7.3% | +6.0% |
| 3M | -1.7% | -2.4% | +0.7% | -0.4% |
| 6M | -2.5% | +2.6% | -5.1% | -4.3% |
| YTD | -3.5% | +11.3% | -14.8% | -10.0% |
| 1Y | -7.1% | +13.4% | -20.5% | -14.4% |
| 3Y | +16.5% | +80.3% | -63.8% | -21.8% |
| 5Y | +3.9% | +72.7% | -68.8% | -29.0% |
| 10Y | +111.7% | +310.0% | -198.3% | -17.9% |
| All | +111.7% | +317.9% | -206.2% | -17.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling