+54.3%
PTC vs VT
+53.4%
+0.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | -0.2% | -2.3% | +2.1% | +2.0% |
| 30D | +0.8% | -5.0% | +5.7% | +5.8% |
| 3M | +32.1% | -4.9% | +37.0% | +38.8% |
| 6M | +42.6% | -1.5% | +44.2% | +43.1% |
| YTD | +12.0% | +8.5% | +3.5% | +0.1% |
| 1Y | +12.2% | +11.4% | +0.8% | -2.8% |
| 3Y | +31.2% | +70.1% | -38.9% | -31.1% |
| All | +54.3% | +53.4% | +0.9% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling