+2,260.0%
VGT vs PTEN
+7.8%
+2,252.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.3% | -0.5% |
| 7D | +1.5% | -1.7% | +3.2% | +1.7% |
| 30D | +0.5% | +18.6% | -18.1% | -2.5% |
| 3M | +5.3% | +12.5% | -7.2% | +2.2% |
| 6M | +32.4% | +41.9% | -9.4% | +22.4% |
| YTD | +28.6% | +117.8% | -89.2% | +9.8% |
| 1Y | +37.6% | +145.3% | -107.7% | +14.4% |
| 3Y | +125.5% | -2.8% | +128.3% | +113.2% |
| 5Y | +135.2% | +93.4% | +41.8% | +85.1% |
| 10Y | +812.9% | -16.6% | +829.5% | +579.0% |
| All | +2,260.0% | +7.8% | +2,252.1% | +1,152.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling