+644.6%
VRT vs PTEN
-5.2%
+649.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.9% | +1.7% | +3.1% |
| 7D | +13.6% | -1.0% | +14.6% | +13.8% |
| 30D | +6.8% | +29.3% | -22.5% | -1.5% |
| 3M | -3.2% | +7.2% | -10.5% | -6.3% |
| 6M | +20.3% | +43.5% | -23.2% | +2.5% |
| YTD | +79.6% | +113.2% | -33.6% | +31.4% |
| 1Y | +139.0% | +135.1% | +3.9% | +66.7% |
| All | +644.6% | -5.2% | +649.8% | +486.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling