-28.5%
VST vs PTEN
+66.5%
-94.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.3% |
| 7D | -0.5% | -16.4% | +15.9% | -0.3% |
| 30D | -17.1% | -12.8% | -4.2% | -16.5% |
| 3M | -4.6% | +0.7% | -5.3% | -2.8% |
| 6M | -9.1% | -12.2% | +3.1% | -9.7% |
| YTD | -16.6% | +66.1% | -82.7% | -5.8% |
| All | -28.5% | +66.5% | -94.9% | -19.3% |
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 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