+1,023.6%
PTC vs VT
+345.0%
+678.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +4.1% |
| 7D | -0.1% | -4.2% | +4.1% | +4.4% |
| 30D | +0.8% | -5.8% | +6.6% | +7.2% |
| 3M | +39.6% | -5.2% | +44.8% | +47.6% |
| 6M | +41.5% | +0.1% | +41.3% | +39.3% |
| YTD | +11.7% | +8.2% | +3.5% | +0.4% |
| 1Y | +2.4% | +10.1% | -7.7% | -9.7% |
| 3Y | +31.9% | +69.7% | -37.7% | -27.7% |
| 5Y | +54.5% | +53.4% | +1.1% | -4.4% |
| 10Y | +342.1% | +219.2% | +122.9% | +28.5% |
| All | +1,023.6% | +345.0% | +678.6% | +128.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling