+18.0%
VMC vs PTEN
-3.1%
+21.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.1% | -5.4% | -3.4% |
| 7D | -5.3% | -1.7% | -3.6% | -5.2% |
| 30D | -12.3% | +18.6% | -30.9% | -13.2% |
| 3M | -10.3% | +12.5% | -22.7% | -10.9% |
| 6M | -8.6% | +41.9% | -50.4% | -12.5% |
| YTD | -11.9% | +117.8% | -129.7% | -20.8% |
| 1Y | -13.9% | +145.3% | -159.2% | -24.4% |
| All | +18.0% | -3.1% | +21.1% | +14.0% |
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