+112.4%
PTY vs VOO
+306.9%
-194.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | +0.5% | -0.6% | +1.1% | +0.8% |
| 30D | +2.7% | -3.6% | +6.3% | +4.9% |
| 3M | -3.2% | -2.7% | -0.4% | -1.6% |
| 6M | -3.7% | +2.2% | -6.0% | -5.3% |
| YTD | -4.7% | +10.9% | -15.6% | -10.9% |
| 1Y | -8.3% | +11.3% | -19.6% | -14.6% |
| 3Y | +15.0% | +76.9% | -61.9% | -21.8% |
| 5Y | +3.7% | +73.5% | -69.8% | -29.5% |
| 10Y | +112.4% | +307.7% | -195.3% | -17.1% |
| All | +112.4% | +306.9% | -194.5% | -17.1% |
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