+277.1%
PTY vs VOO
+817.1%
-540.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | +0.8% | +0.1% | +0.8% | +0.8% |
| 3M | +2.0% | +2.0% | 0.0% | +0.8% |
| 6M | -1.7% | +13.0% | -14.7% | -8.3% |
| YTD | -1.6% | +13.6% | -15.2% | -8.6% |
| 1Y | -7.8% | +20.1% | -27.9% | -17.1% |
| 3Y | +14.6% | +77.6% | -63.0% | -18.7% |
| 5Y | +9.2% | +82.4% | -73.3% | -24.7% |
| 10Y | +112.1% | +316.8% | -204.7% | -6.8% |
| All | +277.1% | +817.1% | -540.0% | +23.7% |
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