-16.5%
PTEN vs VO
+197.9%
-214.5%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +1.2% |
| 7D | +2.8% | -2.5% | +5.3% | +6.8% |
| 30D | +17.6% | -3.2% | +20.8% | +23.3% |
| 3M | +8.2% | +3.9% | +4.3% | +0.6% |
| 6M | +38.1% | +9.6% | +28.5% | +15.8% |
| YTD | +117.3% | +11.6% | +105.7% | +76.7% |
| 1Y | +146.1% | +12.6% | +133.5% | +97.9% |
| 3Y | -3.0% | +55.4% | -58.4% | -51.1% |
| 5Y | +93.5% | +41.8% | +51.6% | +12.9% |
| All | -16.5% | +197.9% | -214.5% | -80.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling