+31.7%
PTC vs VEU
+70.2%
-38.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.9% |
| 7D | +0.8% | +0.8% | 0.0% | +0.4% |
| 30D | +0.7% | -1.6% | +2.4% | +1.4% |
| 3M | +32.6% | -4.2% | +36.8% | +35.2% |
| 6M | +33.6% | -1.5% | +35.1% | +33.7% |
| YTD | +12.4% | +11.7% | +0.7% | +1.2% |
| 1Y | +11.2% | +15.6% | -4.4% | -2.8% |
| 3Y | +31.7% | +71.7% | -40.1% | -16.2% |
| All | +31.7% | +70.2% | -38.6% | -16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling