-96.5%
PETZ vs VT
+66.2%
-162.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | 0.0% | -6.6% | -6.6% |
| 7D | +19.3% | +0.4% | +18.9% | +18.5% |
| 30D | +18.3% | +1.0% | +17.4% | +17.0% |
| 3M | +20.3% | +2.4% | +18.0% | +16.1% |
| 6M | +21.5% | +12.0% | +9.5% | +5.1% |
| YTD | +56.0% | +15.3% | +40.7% | +30.3% |
| 1Y | +38.1% | +22.6% | +15.5% | +6.5% |
| 3Y | +17.4% | +74.7% | -57.3% | -47.7% |
| All | -96.5% | +66.2% | -162.7% | -97.8% |
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