+24.3%
PTRN vs VT
+15.1%
+9.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.7% | +3.0% |
| 7D | +16.9% | +0.4% | +16.5% | +16.2% |
| 30D | +5.5% | -2.6% | +8.1% | +9.0% |
| 3M | -11.9% | -3.2% | -8.6% | -8.1% |
| 6M | +22.0% | +0.9% | +21.1% | +20.3% |
| YTD | +68.4% | +11.3% | +57.1% | +39.2% |
| 1Y | +13.7% | +14.0% | -0.3% | -9.1% |
| All | +24.3% | +15.1% | +9.2% | -3.2% |
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