+296.7%
VST vs PTEN
+2.7%
+293.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -3.9% | -1.8% |
| 7D | +6.6% | +10.6% | -4.0% | +3.8% |
| 30D | -12.4% | -4.9% | -7.4% | -11.3% |
| 3M | -9.0% | +1.4% | -10.4% | -9.9% |
| 6M | -6.4% | -7.0% | +0.6% | -6.3% |
| YTD | -17.2% | +84.8% | -102.0% | -35.6% |
| 1Y | -22.0% | +95.7% | -117.7% | -41.0% |
| 3Y | +296.7% | +2.0% | +294.7% | +252.4% |
| All | +296.7% | +2.7% | +293.9% | +252.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling