+805.8%
VOO vs PTC
+988.9%
-183.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.4% |
| 7D | -0.6% | +1.3% | -1.9% | -0.9% |
| 30D | -3.6% | +1.1% | -4.7% | -3.9% |
| 3M | -2.7% | +30.1% | -32.9% | -11.7% |
| 6M | +2.2% | +34.0% | -31.8% | -8.9% |
| YTD | +10.9% | +12.8% | -1.9% | +3.7% |
| 1Y | +11.3% | +10.7% | +0.6% | +4.7% |
| 3Y | +76.9% | +29.6% | +47.3% | +55.1% |
| 5Y | +73.5% | +63.5% | +10.0% | +38.9% |
| 10Y | +307.7% | +316.7% | -9.0% | +127.6% |
| All | +805.8% | +988.9% | -183.1% | +237.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling