+158.3%
VEA vs PTC
+1,008.1%
-849.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +1.8% | +0.8% | +1.0% | +1.5% |
| 30D | -0.9% | +1.2% | -2.1% | -1.3% |
| 3M | -5.0% | +32.6% | -37.7% | -15.7% |
| 6M | 0.0% | +36.1% | -36.1% | -13.2% |
| YTD | +12.2% | +12.7% | -0.5% | +3.3% |
| 1Y | +14.7% | +10.2% | +4.6% | +6.4% |
| 3Y | +73.2% | +29.4% | +43.7% | +47.3% |
| 5Y | +53.7% | +61.1% | -7.4% | +17.6% |
| 10Y | +159.3% | +317.1% | -157.8% | +20.6% |
| All | +158.3% | +1,008.1% | -849.9% | -37.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling