+96.6%
VCIT vs PTEN
-7.6%
+104.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | 0.0% |
| 7D | -0.5% | -2.2% | +1.7% | -0.5% |
| 30D | +1.5% | -8.0% | +9.5% | +1.5% |
| 3M | -1.0% | -5.0% | +4.1% | -1.0% |
| 6M | -1.7% | -10.6% | +9.0% | -1.7% |
| YTD | -1.4% | +75.5% | -76.9% | -1.6% |
| 1Y | -0.9% | +70.2% | -71.1% | -1.2% |
| 3Y | +19.8% | -3.7% | +23.5% | +19.6% |
| 5Y | +4.6% | +34.9% | -30.3% | +4.4% |
| 10Y | +31.5% | -41.4% | +73.0% | +28.9% |
| All | +96.6% | -7.6% | +104.2% | +96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling