-51.4%
VG vs PTEN
+19.8%
-71.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -22.0% | -25.5% | +3.5% | -3.8% |
| 30D | -11.6% | -11.7% | 0.0% | -3.3% |
| 3M | -14.9% | -0.5% | -14.4% | -15.3% |
| 6M | -3.5% | -12.9% | +9.3% | +5.7% |
| YTD | +70.0% | +67.1% | +2.9% | +24.3% |
| 1Y | +50.0% | +70.5% | -20.5% | +6.5% |
| All | -51.4% | +19.8% | -71.1% | -59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling