+562.5%
VSH vs PTEN
+1,656.8%
-1,094.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.8% | -7.0% | -4.9% |
| 7D | +14.3% | +10.6% | +3.8% | +11.6% |
| 30D | -7.9% | -4.9% | -2.9% | -6.9% |
| 3M | -19.9% | +1.4% | -21.3% | -20.5% |
| 6M | -30.5% | -7.0% | -23.5% | -30.3% |
| YTD | +85.7% | +84.8% | +0.9% | +55.9% |
| 1Y | +98.9% | +95.7% | +3.3% | +64.8% |
| 3Y | +32.1% | +2.0% | +30.1% | +25.0% |
| 5Y | +39.7% | +48.0% | -8.3% | +12.0% |
| 10Y | +117.6% | -38.3% | +155.9% | +70.3% |
| All | +562.5% | +1,656.8% | -1,094.2% | +189.0% |
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