+59.3%
PTIN vs VT
+142.0%
-82.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.5% |
| 7D | 0.0% | -0.1% | +0.2% | +0.1% |
| 30D | -1.9% | -3.1% | +1.1% | -0.4% |
| 3M | -5.0% | -3.5% | -1.5% | -3.3% |
| 6M | -1.0% | +0.5% | -1.4% | -0.9% |
| YTD | +13.1% | +10.8% | +2.3% | +8.5% |
| 1Y | +16.0% | +11.9% | +4.1% | +10.8% |
| 3Y | +50.3% | +73.0% | -22.7% | +22.3% |
| 5Y | +32.6% | +58.6% | -26.0% | +10.7% |
| All | +59.3% | +142.0% | -82.7% | +28.4% |
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