+1,205.2%
VST vs PTEN
-43.5%
+1,248.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.4% |
| 7D | -0.5% | -16.4% | +15.9% | +2.8% |
| 30D | -17.1% | -12.8% | -4.2% | -15.1% |
| 3M | -4.6% | +0.7% | -5.3% | -5.1% |
| 6M | -9.1% | -12.2% | +3.1% | -8.0% |
| YTD | -16.6% | +66.1% | -82.7% | -25.9% |
| 1Y | -29.5% | +69.2% | -98.7% | -37.7% |
| 3Y | +297.5% | -8.2% | +305.7% | +281.8% |
| 5Y | +654.5% | +19.2% | +635.3% | +569.1% |
| 10Y | +1,205.2% | -45.6% | +1,250.8% | +954.7% |
| All | +1,205.2% | -43.5% | +1,248.8% | +954.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling