-61.1%
PTEN vs VT
+346.0%
-407.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.7% |
| 7D | -25.5% | -2.3% | -23.2% | -22.9% |
| 30D | -11.7% | -5.0% | -6.7% | -5.0% |
| 3M | -0.5% | -4.9% | +4.4% | +6.3% |
| 6M | -12.9% | -1.5% | -11.3% | -13.0% |
| YTD | +67.1% | +8.5% | +58.6% | +38.9% |
| 1Y | +70.5% | +11.4% | +59.2% | +35.9% |
| 3Y | -10.4% | +70.1% | -80.5% | -62.0% |
| 5Y | +23.7% | +53.7% | -30.1% | -38.0% |
| 10Y | -42.7% | +220.0% | -262.6% | -89.0% |
| All | -61.1% | +346.0% | -407.1% | -95.5% |
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