+63.4%
VSH vs PTEN
+79.8%
-16.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -9.4% | +4.3% | -3.6% |
| 7D | -13.6% | -15.5% | +1.8% | -11.4% |
| 30D | -30.4% | -7.8% | -22.6% | -29.5% |
| 3M | -33.3% | +6.4% | -39.7% | -33.8% |
| 6M | -15.1% | -11.9% | -3.2% | -14.6% |
| YTD | +80.2% | +79.4% | +0.8% | +39.0% |
| 1Y | +63.4% | +84.9% | -21.6% | +23.2% |
| All | +63.4% | +79.8% | -16.5% | +23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling