+1.6%
PTC vs VIG
+19.5%
-17.9%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | -1.0% |
| 7D | +0.1% | +2.7% | -2.6% | -1.9% |
| 30D | +1.5% | +7.0% | -5.5% | -3.6% |
| 3M | +37.8% | +4.0% | +33.8% | +33.3% |
| 6M | +41.2% | +12.3% | +29.0% | +30.0% |
| YTD | +12.0% | +16.4% | -4.3% | -0.7% |
| 1Y | +1.6% | +19.2% | -17.6% | -13.0% |
| All | +1.6% | +19.5% | -17.9% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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