+34.0%
VSH vs PTEN
-3.1%
+37.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | -0.1% |
| 7D | +3.5% | -1.7% | +5.2% | +4.1% |
| 30D | -4.4% | +18.6% | -23.0% | -10.4% |
| 3M | -45.8% | +12.5% | -58.3% | -48.9% |
| 6M | +90.1% | +41.9% | +48.3% | +59.0% |
| YTD | +120.3% | +117.8% | +2.5% | +51.3% |
| 1Y | +112.2% | +145.3% | -33.1% | +36.4% |
| All | +34.0% | -3.1% | +37.2% | +0.5% |
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