+268.5%
PTY vs VOO
+777.9%
-509.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.0% |
| 7D | +4.8% | -2.7% | +7.5% | +6.3% |
| 30D | +5.6% | -5.4% | +11.0% | +8.8% |
| 3M | -2.0% | -4.1% | +2.1% | +0.2% |
| 6M | -3.1% | +0.7% | -3.8% | -3.7% |
| YTD | -3.8% | +8.7% | -12.6% | -8.5% |
| 1Y | -7.8% | +11.0% | -18.8% | -13.4% |
| 3Y | +12.9% | +75.5% | -62.5% | -19.5% |
| 5Y | +3.4% | +68.4% | -65.0% | -25.4% |
| 10Y | +115.0% | +315.7% | -200.7% | -4.9% |
| All | +268.5% | +777.9% | -509.4% | +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