-45.6%
PTEN vs VT
+223.7%
-269.2%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -4.7% |
| 7D | -16.4% | +0.4% | -16.8% | -17.3% |
| 30D | -12.8% | -2.6% | -10.2% | -9.7% |
| 3M | +0.7% | -3.2% | +3.9% | +4.8% |
| 6M | -12.2% | +0.9% | -13.1% | -16.0% |
| YTD | +66.1% | +11.3% | +54.8% | +30.5% |
| 1Y | +69.2% | +14.0% | +55.2% | +27.5% |
| 3Y | -8.2% | +75.8% | -84.0% | -65.9% |
| 5Y | +19.2% | +57.8% | -38.6% | -46.0% |
| 10Y | -45.6% | +219.8% | -265.4% | -89.7% |
| All | -45.6% | +223.7% | -269.2% | -89.7% |
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