+2,680.3%
VMC vs PTEN
+1,927.4%
+752.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.6% | -1.9% |
| 7D | -0.5% | -1.0% | +0.5% | -0.4% |
| 30D | -9.1% | +29.3% | -38.4% | -12.6% |
| 3M | -4.1% | +7.2% | -11.4% | -6.0% |
| 6M | -5.5% | +43.5% | -49.1% | -12.1% |
| YTD | -8.9% | +113.2% | -122.2% | -20.3% |
| 1Y | -12.9% | +135.1% | -148.0% | -25.4% |
| 3Y | +22.1% | -4.8% | +27.0% | +16.2% |
| 5Y | +52.7% | +94.6% | -41.9% | +23.9% |
| 10Y | +152.7% | -24.2% | +176.9% | +101.1% |
| All | +2,680.3% | +1,927.4% | +752.9% | +1,605.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling