+160.5%
VEA vs PTC
+312.5%
-152.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +2.3% | +0.5% | +1.8% | +2.2% |
| 30D | +0.2% | +1.2% | -1.0% | -0.1% |
| 3M | -5.3% | +27.4% | -32.7% | -11.8% |
| 6M | -0.9% | +39.2% | -40.1% | -10.6% |
| YTD | +12.2% | +12.5% | -0.3% | +6.8% |
| 1Y | +16.1% | +12.3% | +3.8% | +10.5% |
| 3Y | +73.0% | +28.8% | +44.2% | +54.7% |
| 5Y | +53.7% | +60.9% | -7.2% | +26.7% |
| All | +160.5% | +312.5% | -152.0% | +61.3% |
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