+61.7%
PATK vs VT
+57.0%
+4.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +3.0% |
| 7D | +2.4% | +2.4% | +0.1% | -0.4% |
| 30D | +27.5% | -1.5% | +29.0% | +29.4% |
| 3M | -6.1% | -4.1% | -2.0% | -1.5% |
| 6M | -14.6% | +0.6% | -15.1% | -15.9% |
| YTD | -24.5% | +11.0% | -35.6% | -34.4% |
| 1Y | -18.8% | +13.3% | -32.2% | -31.3% |
| 3Y | +63.5% | +73.4% | -9.9% | -20.0% |
| All | +61.7% | +57.0% | +4.7% | -18.3% |
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