-44.1%
VG vs PTEN
+28.8%
-72.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.4% | +2.3% | +3.0% |
| 7D | +15.1% | +7.2% | +7.9% | +9.7% |
| 30D | -4.2% | -7.4% | +3.2% | +1.4% |
| 3M | -3.1% | -2.4% | -0.7% | -1.9% |
| 6M | +0.3% | -10.0% | +10.3% | +7.3% |
| YTD | +95.5% | +79.7% | +15.8% | +35.9% |
| 1Y | +64.4% | +86.5% | -22.1% | +11.0% |
| All | -44.1% | +28.8% | -72.9% | -55.7% |
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