+30.9%
PTC vs VLTO
+68.7%
-37.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -0.1% | +12.0% | -12.1% | -5.9% |
| 30D | +0.8% | +20.8% | -20.0% | -8.8% |
| 3M | +39.6% | +20.1% | +19.4% | +26.8% |
| 6M | +41.5% | +32.6% | +8.9% | +22.6% |
| YTD | +11.7% | +17.3% | -5.6% | +2.0% |
| 1Y | +2.4% | +17.3% | -14.9% | -6.5% |
| All | +30.9% | +68.7% | -37.8% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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