+30.6%
VCIT vs PTEN
-43.5%
+74.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.1% |
| 7D | +0.7% | -16.4% | +17.2% | +0.8% |
| 30D | +1.8% | -12.8% | +14.6% | +1.9% |
| 3M | -1.6% | +0.7% | -2.2% | -1.6% |
| 6M | -2.1% | -12.2% | +10.1% | -2.1% |
| YTD | -1.6% | +66.1% | -67.7% | -2.1% |
| 1Y | -0.8% | +69.2% | -70.0% | -1.3% |
| 3Y | +19.9% | -8.2% | +28.1% | +19.6% |
| 5Y | +3.3% | +19.2% | -15.9% | +2.6% |
| 10Y | +30.6% | -45.6% | +76.2% | +25.8% |
| All | +30.6% | -43.5% | +74.2% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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