-97.7%
PTLE vs VT
+39.6%
-137.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -5.8% |
| 7D | -8.7% | +0.4% | -9.2% | -8.9% |
| 30D | -28.8% | +1.0% | -29.8% | -29.2% |
| 3M | +32.8% | +2.4% | +30.4% | +30.8% |
| 6M | -22.0% | +12.0% | -34.0% | -30.3% |
| YTD | -7.6% | +15.3% | -22.9% | -17.2% |
| 1Y | -41.1% | +22.6% | -63.7% | -46.9% |
| All | -97.7% | +39.6% | -137.3% | -97.4% |
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 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