+13.8%
VRT vs PTEN
+79.8%
-66.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -9.4% | -3.5% | -11.7% |
| 7D | -15.4% | -15.5% | +0.1% | -13.7% |
| 30D | -19.0% | -7.8% | -11.2% | -17.8% |
| 3M | -23.8% | +6.4% | -30.2% | -23.7% |
| 6M | -37.9% | -11.9% | -26.0% | -37.0% |
| YTD | +27.0% | +79.4% | -52.4% | +1.8% |
| 1Y | +13.8% | +84.9% | -71.1% | -10.1% |
| All | +13.8% | +79.8% | -66.0% | -10.1% |
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