-51.3%
PTEN vs VT
+374.2%
-425.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +0.7% | +0.4% | +0.3% | -0.1% |
| 30D | +31.2% | +1.0% | +30.3% | +28.9% |
| 3M | +2.0% | +2.4% | -0.4% | -3.0% |
| 6M | +42.4% | +12.0% | +30.4% | +14.0% |
| YTD | +109.2% | +15.3% | +93.9% | +59.5% |
| 1Y | +122.3% | +22.6% | +99.7% | +54.2% |
| 3Y | -5.6% | +74.7% | -80.2% | -61.3% |
| 5Y | +86.5% | +66.1% | +20.4% | -16.3% |
| 10Y | -22.1% | +225.0% | -247.1% | -85.3% |
| All | -51.3% | +374.2% | -425.5% | -94.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling