+1,060.3%
PTCT vs VT
+215.5%
+844.8%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | +9.1% | -2.3% | +11.4% | +12.0% |
| 30D | +3.5% | -5.0% | +8.5% | +9.6% |
| 3M | -7.6% | -4.9% | -2.8% | -2.3% |
| 6M | -1.7% | -1.5% | -0.2% | -0.5% |
| YTD | -13.8% | +8.5% | -22.3% | -21.8% |
| 1Y | -9.8% | +11.4% | -21.2% | -20.6% |
| 3Y | +236.8% | +70.1% | +166.7% | +86.5% |
| 5Y | +58.5% | +53.7% | +4.7% | -1.3% |
| All | +1,060.3% | +215.5% | +844.8% | +758.0% |
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