-69.9%
VFC vs PTEN
-15.3%
-54.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.5% |
| 7D | -3.3% | +2.8% | -6.1% | -3.9% |
| 30D | -14.0% | +17.6% | -31.6% | -17.1% |
| 3M | -22.6% | +8.2% | -30.7% | -24.9% |
| 6M | -24.7% | +38.1% | -62.8% | -32.0% |
| YTD | -29.0% | +117.3% | -146.2% | -42.3% |
| 1Y | -13.8% | +146.1% | -159.9% | -32.1% |
| 3Y | -28.2% | -3.0% | -25.2% | -33.0% |
| 5Y | -79.0% | +93.5% | -172.4% | -83.8% |
| All | -69.9% | -15.3% | -54.6% | -79.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling