+367.1%
VT vs PTC
+1,006.5%
-639.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.5% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -1.4% | +1.5% | -3.0% | -1.9% |
| 3M | -1.4% | +37.8% | -39.2% | -14.3% |
| 6M | +5.5% | +41.2% | -35.8% | -10.4% |
| YTD | +12.8% | +12.0% | +0.8% | +3.9% |
| 1Y | +15.4% | +1.6% | +13.8% | +10.0% |
| 3Y | +76.9% | +32.3% | +44.6% | +48.7% |
| 5Y | +60.4% | +61.4% | -1.0% | +22.1% |
| 10Y | +232.8% | +343.4% | -110.6% | +49.9% |
| All | +367.1% | +1,006.5% | -639.4% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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