+1.6%
PTC vs VEU
+17.0%
-15.4%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.7% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +1.5% | -2.1% | +3.6% | +1.4% |
| 3M | +37.8% | -2.7% | +40.5% | +37.5% |
| 6M | +41.2% | +3.2% | +38.0% | +40.9% |
| YTD | +12.0% | +12.6% | -0.5% | +3.2% |
| 1Y | +1.6% | +17.1% | -15.5% | -10.9% |
| All | +1.6% | +17.0% | -15.4% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling