+43.3%
PTLO vs VT
+11.9%
+31.5%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -5.9% |
| 7D | -4.8% | +2.9% | -7.7% | -4.4% |
| 30D | +46.5% | -2.5% | +49.0% | +46.8% |
| 3M | +40.3% | -3.3% | +43.7% | +41.1% |
| 6M | +64.9% | +1.5% | +63.4% | +61.4% |
| YTD | +47.1% | +11.4% | +35.8% | +33.5% |
| 1Y | +43.3% | +11.9% | +31.4% | +30.1% |
| All | +43.3% | +11.9% | +31.5% | +30.1% |
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 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