+941.9%
PTC vs VEU
+176.1%
+765.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -2.2% |
| 7D | +0.8% | +0.8% | 0.0% | -0.1% |
| 30D | +0.7% | -1.6% | +2.4% | +2.0% |
| 3M | +32.6% | -4.2% | +36.8% | +37.3% |
| 6M | +33.6% | -1.5% | +35.1% | +33.1% |
| YTD | +12.4% | +11.7% | +0.7% | -1.8% |
| 1Y | +11.2% | +15.6% | -4.4% | -6.0% |
| 3Y | +31.7% | +71.7% | -40.1% | -24.1% |
| 5Y | +60.1% | +49.5% | +10.6% | +6.1% |
| 10Y | +317.2% | +145.6% | +171.5% | +79.2% |
| All | +941.9% | +176.1% | +765.8% | +292.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling