+236.8%
PTCT vs VT
+69.7%
+167.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | +9.1% | -2.3% | +11.4% | +12.1% |
| 30D | +3.5% | -5.0% | +8.5% | +9.8% |
| 3M | -7.6% | -4.9% | -2.8% | -2.2% |
| 6M | -1.7% | -1.5% | -0.2% | -0.6% |
| YTD | -13.8% | +8.5% | -22.3% | -22.8% |
| 1Y | -9.8% | +11.4% | -21.2% | -21.9% |
| 3Y | +236.8% | +70.1% | +166.7% | +29.7% |
| All | +236.8% | +69.7% | +167.1% | +29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling