+79.3%
VEA vs PTC
-8.0%
+87.3%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.5% | +5.1% | +0.3% |
| 7D | +1.9% | -12.8% | +14.7% | +3.7% |
| 30D | +0.8% | -9.8% | +10.6% | +2.0% |
| 3M | +5.7% | -2.1% | +7.8% | +5.6% |
| 6M | +13.3% | -18.1% | +31.4% | +17.3% |
| YTD | +18.4% | -23.5% | +41.9% | +24.3% |
| 1Y | +27.0% | -37.4% | +64.3% | +39.8% |
| 3Y | +79.3% | -7.2% | +86.5% | +63.7% |
| All | +79.3% | -8.0% | +87.3% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling