+943.3%
PTC vs VEU
+176.7%
+766.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.1% |
| 7D | +0.5% | -0.5% | +1.0% | +0.8% |
| 30D | +0.9% | -1.0% | +1.9% | +1.6% |
| 3M | +30.4% | -3.6% | +34.0% | +34.3% |
| 6M | +34.4% | -1.2% | +35.6% | +33.5% |
| YTD | +12.6% | +12.0% | +0.6% | -1.9% |
| 1Y | +10.2% | +13.9% | -3.7% | -5.5% |
| 3Y | +29.4% | +71.3% | -41.9% | -25.2% |
| 5Y | +63.7% | +50.3% | +13.4% | +8.0% |
| 10Y | +316.9% | +150.3% | +166.6% | +76.1% |
| All | +943.3% | +176.7% | +766.6% | +292.3% |
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