+680.8%
VSH vs PTEN
+1,927.4%
-1,246.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -3.0% | -1.5% |
| 7D | +6.2% | -1.0% | +7.2% | +6.4% |
| 30D | -11.1% | +29.3% | -40.4% | -16.8% |
| 3M | -44.9% | +7.2% | -52.1% | -46.4% |
| 6M | +90.0% | +43.5% | +46.4% | +70.6% |
| YTD | +118.8% | +113.2% | +5.6% | +78.2% |
| 1Y | +109.0% | +135.1% | -26.1% | +65.6% |
| 3Y | +35.6% | -4.8% | +40.5% | +30.1% |
| 5Y | +66.7% | +94.6% | -27.9% | +24.9% |
| 10Y | +167.9% | -24.2% | +192.1% | +99.8% |
| All | +680.8% | +1,927.4% | -1,246.6% | +230.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling