+3,309.9%
V vs PTC
+1,214.0%
+2,095.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | +2.9% | -0.1% | +3.0% | +3.0% |
| 30D | +14.0% | +0.8% | +13.2% | +13.7% |
| 3M | +14.9% | +39.6% | -24.7% | -1.0% |
| 6M | +31.7% | +41.5% | -9.7% | +11.8% |
| YTD | +21.2% | +11.7% | +9.5% | +12.0% |
| 1Y | +25.3% | +2.4% | +22.8% | +19.3% |
| 3Y | +77.5% | +31.9% | +45.6% | +49.3% |
| 5Y | +102.6% | +54.5% | +48.1% | +56.4% |
| 10Y | +464.3% | +342.1% | +122.3% | +164.3% |
| All | +3,309.9% | +1,214.0% | +2,095.9% | +773.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling