+361.1%
VST vs PTEN
-2.0%
+363.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.6% | +3.8% |
| 7D | +8.9% | +0.7% | +8.2% | +8.7% |
| 30D | +6.2% | +31.2% | -25.0% | -1.2% |
| 3M | -2.7% | +2.0% | -4.8% | -4.2% |
| 6M | -8.4% | +42.4% | -50.8% | -19.6% |
| YTD | -7.2% | +109.2% | -116.4% | -29.2% |
| 1Y | -20.9% | +122.3% | -143.2% | -41.8% |
| All | +361.1% | -2.0% | +363.1% | +307.1% |
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