+73.1%
VOO vs PTC
+60.7%
+12.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.3% |
| 7D | +2.6% | +0.5% | +2.1% | +2.5% |
| 30D | -2.0% | +1.2% | -3.2% | -2.3% |
| 3M | -2.8% | +27.4% | -30.1% | -9.6% |
| 6M | +2.2% | +39.2% | -37.0% | -8.4% |
| YTD | +11.5% | +12.5% | -1.0% | +7.4% |
| 1Y | +13.5% | +12.3% | +1.2% | +9.3% |
| 3Y | +78.1% | +28.8% | +49.3% | +55.8% |
| All | +73.1% | +60.7% | +12.4% | +34.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling