+1,026.9%
PTC vs VT
+363.9%
+663.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -1.3% |
| 7D | +0.1% | -0.3% | +0.4% | +0.4% |
| 30D | +1.5% | -1.4% | +3.0% | +3.0% |
| 3M | +37.8% | -1.4% | +39.2% | +39.8% |
| 6M | +41.2% | +5.5% | +35.8% | +31.6% |
| YTD | +12.0% | +12.8% | -0.8% | -3.6% |
| 1Y | +1.6% | +15.4% | -13.8% | -14.7% |
| 3Y | +32.3% | +76.9% | -44.6% | -30.6% |
| 5Y | +61.4% | +60.4% | +1.0% | -4.7% |
| 10Y | +343.4% | +232.8% | +110.6% | +23.4% |
| All | +1,026.9% | +363.9% | +663.0% | +119.2% |
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