-38.0%
VG vs PTEN
+52.8%
-90.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +0.8% |
| 7D | -2.5% | -1.0% | -1.5% | -2.0% |
| 30D | +11.1% | +29.3% | -18.2% | -8.2% |
| 3M | +14.9% | +7.2% | +7.6% | +8.4% |
| 6M | +18.4% | +43.5% | -25.2% | -7.2% |
| YTD | +116.6% | +113.2% | +3.3% | +33.3% |
| 1Y | +9.4% | +135.1% | -125.7% | -38.5% |
| All | -38.0% | +52.8% | -90.9% | -56.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling