+65.3%
PATK vs VT
+53.4%
+11.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.4% | -5.5% |
| 7D | +1.4% | -2.3% | +3.7% | +4.2% |
| 30D | +21.4% | -5.0% | +26.3% | +28.6% |
| 3M | -8.4% | -4.9% | -3.5% | -3.1% |
| 6M | -16.9% | -1.5% | -15.4% | -16.2% |
| YTD | -26.3% | +8.5% | -34.8% | -34.2% |
| 1Y | -22.9% | +11.4% | -34.3% | -33.4% |
| 3Y | +57.5% | +70.1% | -12.5% | -21.1% |
| All | +65.3% | +53.4% | +11.9% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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