+93.5%
PTEN vs VO
+40.2%
+53.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +1.0% |
| 7D | +2.8% | -2.5% | +5.3% | +6.1% |
| 30D | +17.6% | -3.2% | +20.8% | +22.4% |
| 3M | +8.2% | +3.9% | +4.3% | +1.6% |
| 6M | +38.1% | +9.6% | +28.5% | +18.7% |
| YTD | +117.3% | +11.6% | +105.7% | +81.9% |
| 1Y | +146.1% | +12.6% | +133.5% | +104.0% |
| 3Y | -3.0% | +55.4% | -58.4% | -44.8% |
| 5Y | +93.5% | +41.8% | +51.6% | +28.5% |
| All | +93.5% | +40.2% | +53.3% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling