+78.8%
VOO vs PTC
+29.3%
+49.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +3.3% | +0.8% | +2.4% | +3.1% |
| 30D | -2.7% | +1.2% | -3.9% | -2.9% |
| 3M | -1.7% | +32.6% | -34.4% | -6.6% |
| 6M | +3.1% | +36.1% | -33.0% | -2.7% |
| YTD | +11.9% | +12.7% | -0.7% | +11.5% |
| 1Y | +12.1% | +10.2% | +1.9% | +12.3% |
| All | +78.8% | +29.3% | +49.5% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 3y: compounded portfolio wealth divided by compounded PTC 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…
3y analysis · Full analysis span regression · 6 months rolling