+2.7%
PTC vs VEU
+56.3%
-53.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.1% | -5.2% |
| 7D | -12.8% | +1.7% | -14.5% | -14.0% |
| 30D | -9.8% | +1.0% | -10.8% | -10.6% |
| 3M | -2.1% | +5.6% | -7.7% | -7.2% |
| 6M | -18.1% | +13.7% | -31.8% | -28.3% |
| YTD | -23.5% | +17.7% | -41.2% | -35.9% |
| 1Y | -37.4% | +25.8% | -63.1% | -50.9% |
| 3Y | -7.2% | +77.1% | -84.3% | -50.0% |
| 5Y | +2.7% | +57.1% | -54.5% | -34.9% |
| All | +2.7% | +56.3% | -53.6% | -34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling