-50.2%
VG vs PTEN
+19.0%
-69.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.8% |
| 7D | -8.3% | -16.4% | +8.1% | +4.0% |
| 30D | -10.3% | -12.8% | +2.5% | -1.0% |
| 3M | -10.8% | +0.7% | -11.5% | -12.0% |
| 6M | +3.5% | -12.2% | +15.7% | +12.8% |
| YTD | +74.0% | +66.1% | +7.9% | +27.8% |
| 1Y | +48.9% | +69.2% | -20.3% | +6.3% |
| All | -50.2% | +19.0% | -69.3% | -58.4% |
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