-50.3%
PTIR vs VT
+13.0%
-63.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.6% | +8.5% | +3.3% |
| 7D | -11.7% | +0.4% | -12.0% | -11.0% |
| 30D | -37.1% | -2.6% | -34.5% | -30.1% |
| 3M | -11.2% | -3.2% | -8.0% | +0.5% |
| 6M | +17.9% | +0.9% | +16.9% | +22.8% |
| YTD | -38.6% | +11.3% | -49.9% | -54.7% |
| All | -50.3% | +13.0% | -63.3% | -64.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling