+50.0%
VG vs PTC
+5.5%
+44.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | +0.1% |
| 7D | -22.0% | -0.2% | -21.8% | -22.0% |
| 30D | -11.6% | +0.8% | -12.4% | -11.6% |
| 3M | -14.9% | +32.1% | -47.0% | -14.2% |
| 6M | -3.5% | +42.6% | -46.2% | +1.8% |
| YTD | +70.0% | +12.0% | +58.0% | +85.9% |
| 1Y | +50.0% | +12.2% | +37.8% | +63.2% |
| All | +50.0% | +5.5% | +44.5% | +63.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling