-99.0%
PTN vs VT
+215.5%
-314.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.2% | +9.6% | +9.5% |
| 7D | +25.4% | -2.3% | +27.7% | +29.1% |
| 30D | -34.1% | -5.0% | -29.2% | -30.1% |
| 3M | -20.3% | -4.9% | -15.5% | -15.5% |
| 6M | -67.0% | -1.5% | -65.5% | -66.7% |
| YTD | -59.2% | +8.5% | -67.7% | -63.4% |
| 1Y | -17.7% | +11.4% | -29.1% | -28.9% |
| 3Y | -94.0% | +70.1% | -164.0% | -97.1% |
| 5Y | -98.8% | +53.7% | -152.5% | -99.3% |
| All | -99.0% | +215.5% | -314.5% | -99.8% |
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 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