+12.3%
PTC vs VSXY
+202.3%
-190.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.1% |
| 7D | +0.5% | -1.7% | +2.2% | +0.4% |
| 30D | +1.2% | +20.1% | -18.9% | +2.0% |
| 3M | +27.4% | +16.6% | +10.8% | +28.2% |
| 6M | +39.2% | +134.9% | -95.7% | +41.3% |
| YTD | +12.5% | +96.0% | -83.5% | +14.1% |
| 1Y | +12.3% | +203.8% | -191.5% | +17.3% |
| All | +12.3% | +202.3% | -190.0% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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