-39.9%
PTEN vs VT
+221.8%
-261.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.3% |
| 7D | +10.6% | +2.4% | +8.2% | +6.4% |
| 30D | -4.9% | -1.5% | -3.4% | -3.3% |
| 3M | +1.4% | -4.1% | +5.6% | +7.2% |
| 6M | -7.0% | +0.6% | -7.6% | -10.5% |
| YTD | +84.8% | +11.0% | +73.7% | +45.7% |
| 1Y | +95.7% | +13.3% | +82.3% | +48.9% |
| 3Y | +2.0% | +73.4% | -71.4% | -61.2% |
| 5Y | +48.0% | +57.4% | -9.5% | -32.7% |
| All | -39.9% | +221.8% | -261.6% | -87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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