+244.4%
VIG vs PTEN
-15.6%
+260.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -1.1% | +3.5% | -4.5% | -1.4% |
| 30D | -2.7% | +17.5% | -20.3% | -4.4% |
| 3M | +2.5% | +12.7% | -10.2% | +0.9% |
| 6M | +9.2% | +33.1% | -23.9% | +5.0% |
| YTD | +9.8% | +116.4% | -106.6% | +0.1% |
| 1Y | +12.4% | +141.2% | -128.8% | +0.8% |
| 3Y | +55.9% | -3.8% | +59.7% | +50.5% |
| 5Y | +63.9% | +92.7% | -28.8% | +42.8% |
| All | +244.4% | -15.6% | +260.0% | +177.9% |
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