-99.1%
PETZ vs VT
+164.7%
-263.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -4.5% | -1.6% | -2.9% | -3.3% |
| 30D | -7.8% | -2.5% | -5.4% | -5.9% |
| 3M | -1.4% | -1.3% | -0.1% | -0.5% |
| 6M | +18.6% | +3.1% | +15.5% | +14.9% |
| YTD | +31.6% | +10.9% | +20.7% | +19.1% |
| 1Y | +14.1% | +12.1% | +2.0% | +2.1% |
| 3Y | -8.5% | +73.9% | -82.4% | -46.1% |
| 5Y | -97.5% | +58.0% | -155.4% | -98.3% |
| All | -99.1% | +164.7% | -263.8% | -99.8% |
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 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