+84.9%
PTEN vs VLTO
+18.3%
+66.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.6% | -10.0% | -9.1% |
| 7D | -15.5% | +13.8% | -29.3% | -11.7% |
| 30D | -7.8% | +21.2% | -29.0% | -1.6% |
| 3M | +6.4% | +21.5% | -15.1% | +13.8% |
| 6M | -11.9% | +33.0% | -44.9% | -4.1% |
| YTD | +79.4% | +17.8% | +61.6% | +97.6% |
| 1Y | +84.9% | +18.1% | +66.8% | +103.9% |
| All | +84.9% | +18.3% | +66.6% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling