+84.8%
PATN vs VT
+42.8%
+41.9%
-16.8%
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% | +1.6% |
| 7D | +1.3% | +0.4% | +0.8% | +0.7% |
| 30D | +1.7% | +1.0% | +0.8% | +0.6% |
| 3M | -3.7% | +2.4% | -6.1% | -5.9% |
| 6M | +19.6% | +12.0% | +7.6% | +6.3% |
| YTD | +34.3% | +15.3% | +19.0% | +16.3% |
| 1Y | +52.2% | +22.6% | +29.6% | +24.9% |
| All | +84.8% | +42.8% | +41.9% | +30.1% |
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