+682.7%
VRT vs PTEN
+44.9%
+637.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +0.9% |
| 7D | +18.6% | +7.2% | +11.4% | +16.5% |
| 30D | -11.7% | -7.4% | -4.3% | -9.7% |
| 3M | -27.3% | -2.4% | -24.9% | -27.0% |
| 6M | -42.9% | -10.0% | -32.9% | -42.1% |
| YTD | +29.5% | +79.7% | -50.2% | +5.8% |
| 1Y | +21.0% | +86.5% | -65.5% | -2.3% |
| 3Y | +403.1% | -1.4% | +404.5% | +356.9% |
| All | +682.7% | +44.9% | +637.7% | +572.7% |
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 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