+4,819.8%
PATK vs VT
+374.2%
+4,445.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.5% |
| 7D | -0.8% | +0.4% | -1.2% | -1.2% |
| 30D | -4.9% | +1.0% | -5.8% | -5.7% |
| 3M | -3.2% | +2.4% | -5.6% | -5.7% |
| 6M | -30.8% | +12.0% | -42.8% | -38.0% |
| YTD | -22.5% | +15.3% | -37.8% | -32.6% |
| 1Y | -26.0% | +22.6% | -48.6% | -39.4% |
| 3Y | +55.2% | +74.7% | -19.5% | -8.1% |
| 5Y | +69.8% | +66.1% | +3.6% | +6.8% |
| 10Y | +222.5% | +225.0% | -2.5% | +32.0% |
| All | +4,819.8% | +374.2% | +4,445.6% | +1,628.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling