+59.5%
PTIN vs VT
+143.2%
-83.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | +2.2% | +2.9% | -0.7% | +0.8% |
| 30D | -1.1% | -2.5% | +1.4% | +0.1% |
| 3M | -6.1% | -3.3% | -2.8% | -4.5% |
| 6M | +0.1% | +1.5% | -1.4% | -0.4% |
| YTD | +13.2% | +11.4% | +1.9% | +8.4% |
| 1Y | +14.7% | +11.9% | +2.8% | +9.6% |
| 3Y | +50.5% | +73.9% | -23.4% | +22.1% |
| 5Y | +31.4% | +57.9% | -26.5% | +9.7% |
| All | +59.5% | +143.2% | -83.7% | +28.2% |
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