+262.4%
VST vs PTEN
-13.8%
+276.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.3% | +10.9% | +10.6% |
| 7D | -9.8% | -25.5% | +15.7% | -2.9% |
| 30D | -25.1% | -11.7% | -13.5% | -22.8% |
| 3M | -11.6% | -0.5% | -11.1% | -12.1% |
| 6M | -20.9% | -12.9% | -8.0% | -19.5% |
| YTD | -22.3% | +67.1% | -89.4% | -37.9% |
| 1Y | -32.0% | +70.5% | -102.5% | -46.5% |
| 3Y | +262.4% | -10.4% | +272.8% | +230.4% |
| All | +262.4% | -13.8% | +276.1% | +230.4% |
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