+953.6%
VRT vs PTEN
+94.7%
+859.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +2.1% | -11.7% | -10.1% |
| 7D | +2.4% | -1.7% | +4.1% | +2.7% |
| 30D | -2.7% | +18.6% | -21.3% | -6.9% |
| 3M | -9.2% | +12.5% | -21.6% | -12.8% |
| 6M | -0.5% | +41.9% | -42.4% | -11.8% |
| YTD | +62.3% | +117.8% | -55.4% | +27.8% |
| 1Y | +109.6% | +145.3% | -35.7% | +58.8% |
| 3Y | +573.1% | -2.8% | +575.9% | +506.0% |
| 5Y | +953.6% | +93.4% | +860.2% | +788.1% |
| All | +953.6% | +94.7% | +859.0% | +788.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling