+203.4%
PTC vs VO
+192.5%
+11.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -4.9% |
| 7D | -12.8% | +0.6% | -13.4% | -13.3% |
| 30D | -9.8% | -1.1% | -8.7% | -8.7% |
| 3M | -2.1% | +4.5% | -6.6% | -7.0% |
| 6M | -18.1% | +11.1% | -29.2% | -27.5% |
| YTD | -23.5% | +13.5% | -37.0% | -34.0% |
| 1Y | -37.4% | +14.5% | -51.8% | -46.4% |
| 3Y | -7.2% | +58.1% | -65.3% | -44.1% |
| 5Y | +2.7% | +43.3% | -40.6% | -30.9% |
| 10Y | +203.4% | +193.2% | +10.2% | -5.2% |
| All | +203.4% | +192.5% | +11.0% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling