+1,059.2%
PTCT vs VT
+223.7%
+835.5%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -3.5% |
| 7D | +6.8% | +0.4% | +6.4% | +6.3% |
| 30D | +0.5% | -2.6% | +3.1% | +3.5% |
| 3M | -11.3% | -3.2% | -8.1% | -8.1% |
| 6M | -11.8% | +0.9% | -12.7% | -13.3% |
| YTD | -14.4% | +11.3% | -25.7% | -24.6% |
| 1Y | -9.4% | +14.0% | -23.4% | -22.3% |
| 3Y | +247.4% | +75.8% | +171.5% | +85.1% |
| 5Y | +60.4% | +57.8% | +2.5% | -3.1% |
| 10Y | +1,059.2% | +219.8% | +839.4% | +625.5% |
| All | +1,059.2% | +223.7% | +835.5% | +625.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling