-99.5%
PTN vs VT
+374.2%
-473.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | +21.2% | +0.4% | +20.7% | +20.9% |
| 30D | +59.9% | +1.0% | +59.0% | +59.1% |
| 3M | -11.4% | +2.4% | -13.8% | -12.9% |
| 6M | -40.2% | +12.0% | -52.2% | -44.1% |
| YTD | -17.4% | +15.3% | -32.8% | -24.1% |
| 1Y | +41.1% | +22.6% | +18.5% | +24.7% |
| 3Y | -88.0% | +74.7% | -162.6% | -91.4% |
| 5Y | -97.9% | +66.1% | -164.1% | -98.5% |
| 10Y | -98.0% | +225.0% | -323.0% | -98.8% |
| All | -99.5% | +374.2% | -473.7% | -99.7% |
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