+77.6%
V vs PTC
+32.2%
+45.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +2.2% | -0.2% | +2.4% | +2.2% |
| 30D | +13.6% | +0.8% | +12.8% | +13.4% |
| 3M | +14.3% | +32.1% | -17.8% | +7.4% |
| 6M | +33.1% | +42.6% | -9.5% | +21.8% |
| YTD | +21.2% | +12.0% | +9.3% | +17.9% |
| 1Y | +26.4% | +12.2% | +14.3% | +22.8% |
| 3Y | +77.6% | +31.2% | +46.4% | +55.8% |
| All | +77.6% | +32.2% | +45.4% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 3y: compounded portfolio wealth divided by compounded PTC 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…
3y analysis · Full analysis span regression · 6 months rolling