-99.0%
PTN vs VT
+222.7%
-321.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.5% |
| 7D | +15.1% | +2.9% | +12.2% | +11.8% |
| 30D | -19.8% | -2.5% | -17.3% | -17.0% |
| 3M | -30.6% | -3.3% | -27.3% | -27.6% |
| 6M | -66.7% | +1.5% | -68.2% | -67.4% |
| YTD | -57.3% | +11.4% | -68.6% | -62.6% |
| 1Y | -23.0% | +11.9% | -34.9% | -33.7% |
| 3Y | -93.4% | +73.9% | -167.3% | -96.9% |
| 5Y | -98.7% | +57.9% | -156.6% | -99.3% |
| All | -99.0% | +222.7% | -321.7% | -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