-24.1%
VST vs PTEN
+77.0%
-101.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.7% |
| 7D | +19.2% | +7.2% | +11.9% | +19.0% |
| 30D | -17.2% | -7.4% | -9.8% | -16.8% |
| 3M | -8.1% | -2.4% | -5.7% | -7.2% |
| 6M | -8.1% | -10.0% | +1.9% | -9.6% |
| YTD | -16.3% | +79.7% | -96.0% | -6.0% |
| 1Y | -24.1% | +86.5% | -110.6% | -14.8% |
| All | -24.1% | +77.0% | -101.1% | -14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling