+65.6%
PATN vs VT
+37.5%
+28.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.4% |
| 7D | +2.8% | +2.4% | +0.5% | 0.0% |
| 30D | -5.4% | -1.5% | -3.9% | -3.5% |
| 3M | -10.8% | -4.1% | -6.7% | -5.9% |
| 6M | -7.2% | +0.6% | -7.8% | -7.0% |
| YTD | +20.4% | +11.0% | +9.3% | +9.4% |
| 1Y | +22.5% | +13.3% | +9.1% | +9.2% |
| All | +65.6% | +37.5% | +28.1% | +22.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling