-3.2%
PTEN vs VO
+56.0%
-59.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +3.0% | +3.3% |
| 7D | -1.7% | -0.6% | -1.1% | -1.0% |
| 30D | +18.6% | -1.9% | +20.5% | +21.5% |
| 3M | +12.5% | +3.3% | +9.2% | +5.8% |
| 6M | +41.9% | +9.7% | +32.2% | +19.5% |
| YTD | +117.8% | +12.6% | +105.2% | +74.4% |
| 1Y | +145.3% | +13.6% | +131.7% | +93.8% |
| All | -3.2% | +56.0% | -59.2% | -46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling