+84.9%
PTEN vs VO
+16.3%
+68.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.9% | -10.2% | -9.1% |
| 7D | -15.5% | +1.0% | -16.5% | -15.2% |
| 30D | -7.8% | +2.6% | -10.4% | -7.1% |
| 3M | +6.4% | -0.3% | +6.7% | +6.6% |
| 6M | -11.9% | +7.6% | -19.5% | -11.1% |
| YTD | +79.4% | +14.7% | +64.7% | +73.5% |
| 1Y | +84.9% | +16.4% | +68.5% | +74.8% |
| All | +84.9% | +16.3% | +68.6% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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