-79.0%
PTON vs VT
+146.4%
-225.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.9% | +0.4% | -1.4% | -1.4% |
| 30D | -17.2% | +1.0% | -18.2% | -18.2% |
| 3M | -12.5% | +2.4% | -14.9% | -15.2% |
| 6M | +40.3% | +12.0% | +28.3% | +20.2% |
| YTD | -12.3% | +15.3% | -27.7% | -27.3% |
| 1Y | -33.5% | +22.6% | -56.1% | -48.9% |
| 3Y | -17.6% | +74.7% | -92.2% | -56.2% |
| 5Y | -94.5% | +66.1% | -160.7% | -97.0% |
| All | -79.0% | +146.4% | -225.5% | -90.6% |
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