+98.0%
VCIT vs PTEN
+10.2%
+87.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | -0.3% | +0.7% | -1.1% | -0.3% |
| 30D | -0.8% | +31.2% | -32.0% | -0.8% |
| 3M | -1.0% | +2.0% | -3.0% | -1.0% |
| 6M | -1.8% | +42.4% | -44.3% | -2.0% |
| YTD | -0.7% | +109.2% | -109.9% | -1.0% |
| 1Y | +1.0% | +122.3% | -121.3% | +0.7% |
| 3Y | +18.8% | -5.6% | +24.4% | +18.7% |
| 5Y | +3.5% | +86.5% | -83.0% | +3.2% |
| 10Y | +29.2% | -22.1% | +51.4% | +26.8% |
| All | +98.0% | +10.2% | +87.8% | +98.0% |
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