+63.4%
VSH vs PTC
+0.1%
+63.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.6% | -5.6% | -5.0% |
| 7D | -13.6% | +0.1% | -13.7% | -13.6% |
| 30D | -30.4% | +1.5% | -31.9% | -30.1% |
| 3M | -33.3% | +37.8% | -71.0% | -27.9% |
| 6M | -15.1% | +41.2% | -56.3% | -2.9% |
| YTD | +80.2% | +12.0% | +68.2% | +116.7% |
| 1Y | +63.4% | +1.6% | +61.7% | +110.8% |
| All | +63.4% | +0.1% | +63.3% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling