+1,944.9%
VICR vs PTEN
+1,970.6%
-25.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.1% | -7.0% | -5.4% |
| 7D | +1.3% | -1.7% | +2.9% | +1.6% |
| 30D | -11.9% | +18.6% | -30.5% | -15.2% |
| 3M | -35.1% | +12.5% | -47.6% | -37.5% |
| 6M | +8.1% | +41.9% | -33.7% | -2.4% |
| YTD | +67.8% | +117.8% | -50.0% | +37.3% |
| 1Y | +267.3% | +145.3% | +122.0% | +192.5% |
| 3Y | +191.2% | -2.8% | +194.0% | +176.5% |
| 5Y | +48.1% | +93.4% | -45.3% | +13.8% |
| 10Y | +1,546.1% | -16.6% | +1,562.7% | +1,101.1% |
| All | +1,944.9% | +1,970.6% | -25.7% | +793.8% |
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