+1,002.6%
VST vs PTEN
-44.6%
+1,047.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.3% | +10.9% | +10.6% |
| 7D | -9.8% | -25.5% | +15.7% | -5.0% |
| 30D | -25.1% | -11.7% | -13.5% | -23.5% |
| 3M | -11.6% | -0.5% | -11.1% | -11.9% |
| 6M | -20.9% | -12.9% | -8.0% | -19.9% |
| YTD | -22.3% | +67.1% | -89.4% | -31.0% |
| 1Y | -32.0% | +70.5% | -102.5% | -40.1% |
| 3Y | +262.4% | -10.4% | +272.8% | +249.2% |
| 5Y | +563.4% | +23.7% | +539.7% | +484.4% |
| 10Y | +1,120.7% | -42.7% | +1,163.4% | +844.6% |
| All | +1,002.6% | -44.6% | +1,047.2% | +774.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling