+50.3%
PTIN vs VT
+74.0%
-23.7%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | +2.5% | +2.4% | +0.1% | +0.3% |
| 30D | -0.1% | -1.5% | +1.4% | +1.3% |
| 3M | -6.2% | -4.1% | -2.0% | -2.3% |
| 6M | -1.0% | +0.6% | -1.5% | -1.3% |
| YTD | +13.2% | +11.0% | +2.1% | +3.4% |
| 1Y | +16.1% | +13.3% | +2.8% | +4.3% |
| 3Y | +50.3% | +73.4% | -23.1% | -10.1% |
| All | +50.3% | +74.0% | -23.7% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling