+43.6%
VMC vs PTEN
+49.0%
-5.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -0.8% |
| 7D | -1.3% | +10.6% | -11.8% | -2.1% |
| 30D | +15.5% | -4.9% | +20.4% | +15.6% |
| 3M | +0.6% | +1.4% | -0.9% | 0.0% |
| 6M | +2.1% | -7.0% | +9.1% | +1.8% |
| YTD | -1.6% | +84.8% | -86.3% | -10.8% |
| 1Y | -1.2% | +95.7% | -96.9% | -11.2% |
| 3Y | +35.3% | +2.0% | +33.4% | +28.6% |
| All | +43.6% | +49.0% | -5.4% | +25.0% |
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 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