+78.9%
VOO vs PTC
-8.0%
+86.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.5% | +4.9% | +0.6% |
| 7D | +0.5% | -12.8% | +13.3% | +3.5% |
| 30D | -0.9% | -9.8% | +8.9% | +1.1% |
| 3M | +3.9% | -2.1% | +6.0% | +3.7% |
| 6M | +14.5% | -18.1% | +32.6% | +20.2% |
| YTD | +13.0% | -23.5% | +36.5% | +20.9% |
| 1Y | +19.4% | -37.4% | +56.8% | +36.3% |
| 3Y | +78.9% | -7.2% | +86.1% | +65.4% |
| All | +78.9% | -8.0% | +86.9% | +65.4% |
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