+2.0%
PTEN vs VLTO
+70.6%
-68.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.2% | +2.6% |
| 7D | +10.6% | +1.0% | +9.6% | +10.3% |
| 30D | -4.9% | +17.5% | -22.4% | -9.4% |
| 3M | +1.4% | +21.4% | -20.0% | -4.5% |
| 6M | -7.0% | +38.1% | -45.2% | -18.0% |
| YTD | +84.8% | +19.0% | +65.7% | +75.2% |
| 1Y | +95.7% | +20.7% | +75.0% | +83.6% |
| 3Y | +2.0% | +64.3% | -62.3% | -19.5% |
| All | +2.0% | +70.6% | -68.6% | -19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling