-99.7%
PTN vs VT
+355.4%
-455.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.4% |
| 7D | +32.0% | -0.1% | +32.1% | +32.5% |
| 30D | -19.9% | -3.1% | -16.8% | -18.2% |
| 3M | -6.4% | -3.5% | -2.9% | -4.2% |
| 6M | -64.6% | +0.5% | -65.1% | -64.7% |
| YTD | -55.2% | +10.8% | -66.0% | -57.7% |
| 1Y | -31.4% | +11.9% | -43.3% | -36.0% |
| 3Y | -93.1% | +73.0% | -166.1% | -95.0% |
| 5Y | -98.7% | +58.6% | -157.3% | -99.0% |
| 10Y | -98.9% | +219.2% | -318.1% | -99.3% |
| All | -99.7% | +355.4% | -455.2% | -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 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