+2.0%
PTEN vs VO
+66.5%
-64.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +10.6% | +3.1% | +7.5% | +5.9% |
| 30D | -4.9% | +2.2% | -7.1% | -8.2% |
| 3M | +1.4% | -2.5% | +3.9% | +4.5% |
| 6M | -7.0% | +7.0% | -14.0% | -17.8% |
| YTD | +84.8% | +14.0% | +70.8% | +43.4% |
| 1Y | +95.7% | +15.6% | +80.0% | +47.7% |
| 3Y | +2.0% | +66.2% | -64.2% | -52.8% |
| All | +2.0% | +66.5% | -64.6% | -52.8% |
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 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