-15.6%
VMC vs PTEN
+148.3%
-163.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.8% |
| 7D | -3.8% | +3.5% | -7.2% | -3.4% |
| 30D | -9.7% | +17.5% | -27.2% | -7.9% |
| 3M | -9.6% | +12.7% | -22.4% | -7.3% |
| 6M | -4.8% | +33.1% | -37.9% | -2.6% |
| YTD | -10.9% | +116.4% | -127.3% | -11.0% |
| 1Y | -15.6% | +141.2% | -156.8% | -15.3% |
| All | -15.6% | +148.3% | -163.9% | -15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling