+2,486.9%
VRT vs PTEN
-6.8%
+2,493.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.7% |
| 7D | -8.4% | +3.5% | -11.8% | -8.9% |
| 30D | -10.9% | +17.5% | -28.4% | -13.4% |
| 3M | -13.7% | +12.7% | -26.4% | -16.1% |
| 6M | -4.1% | +33.1% | -37.2% | -10.5% |
| YTD | +58.7% | +116.4% | -57.7% | +35.8% |
| 1Y | +89.6% | +141.2% | -51.5% | +58.7% |
| 3Y | +558.1% | -3.8% | +561.9% | +521.7% |
| 5Y | +953.0% | +92.7% | +860.2% | +789.3% |
| All | +2,486.9% | -6.8% | +2,493.7% | +1,645.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling