+46.8%
VMC vs PTEN
+89.3%
-42.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -3.7% | +2.8% | -6.5% | -4.0% |
| 30D | -12.8% | +17.6% | -30.3% | -14.2% |
| 3M | -7.9% | +8.2% | -16.1% | -8.9% |
| 6M | -7.5% | +38.1% | -45.6% | -11.9% |
| YTD | -11.6% | +117.3% | -128.9% | -20.9% |
| 1Y | -14.3% | +146.1% | -160.3% | -24.9% |
| 3Y | +18.5% | -3.0% | +21.5% | +14.2% |
| 5Y | +46.8% | +93.5% | -46.7% | +24.3% |
| All | +46.8% | +89.3% | -42.6% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling