+8.2%
PTA vs VT
+112.9%
-104.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +0.6% | -2.3% | +2.9% | +1.6% |
| 30D | +1.7% | -5.0% | +6.6% | +3.9% |
| 3M | -7.0% | -4.9% | -2.1% | -5.0% |
| 6M | -9.1% | -1.5% | -7.6% | -8.7% |
| YTD | -4.8% | +8.5% | -13.3% | -8.4% |
| 1Y | -7.4% | +11.4% | -18.7% | -12.0% |
| 3Y | +23.1% | +70.1% | -47.0% | -3.1% |
| 5Y | +2.6% | +53.7% | -51.1% | -19.4% |
| All | +8.2% | +112.9% | -104.7% | -16.4% |
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