+161.1%
VEA vs PTC
+205.0%
-43.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.7% |
| 7D | -1.5% | -7.3% | +5.8% | +0.4% |
| 30D | -0.8% | -11.6% | +10.8% | +2.1% |
| 3M | +2.5% | +10.5% | -8.0% | -0.9% |
| 6M | +11.1% | -17.8% | +29.0% | +15.5% |
| YTD | +17.2% | -24.9% | +42.1% | +24.5% |
| 1Y | +24.5% | -36.8% | +61.3% | +38.6% |
| 3Y | +75.4% | -8.7% | +84.2% | +71.9% |
| 5Y | +61.1% | +4.1% | +57.0% | +49.2% |
| All | +161.1% | +205.0% | -43.9% | +70.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling