-34.9%
VST vs PTC
+0.1%
-34.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +0.6% | -14.4% | -13.8% |
| 7D | -15.7% | +0.1% | -15.8% | -15.7% |
| 30D | -17.0% | +1.5% | -18.5% | -16.9% |
| 3M | -15.9% | +37.8% | -53.6% | -14.7% |
| 6M | -25.0% | +41.2% | -66.2% | -22.0% |
| YTD | -25.1% | +12.0% | -37.1% | -18.0% |
| 1Y | -34.9% | +1.6% | -36.5% | -27.0% |
| All | -34.9% | +0.1% | -34.9% | -27.0% |
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