+379.7%
VRT vs PTEN
+2.7%
+376.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.8% | -6.4% | -4.5% |
| 7D | +10.5% | +10.6% | -0.1% | +6.9% |
| 30D | -9.3% | -4.9% | -4.4% | -7.7% |
| 3M | -29.6% | +1.4% | -31.0% | -30.3% |
| 6M | -45.4% | -7.0% | -38.3% | -45.0% |
| YTD | +24.8% | +84.8% | -60.0% | -6.9% |
| 1Y | +23.6% | +95.7% | -72.1% | -10.2% |
| 3Y | +379.7% | +2.0% | +377.7% | +323.0% |
| All | +379.7% | +2.7% | +376.9% | +323.0% |
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 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