+70.1%
VT vs PTEN
-13.8%
+83.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -2.3% | -25.5% | +23.2% | +0.2% |
| 30D | -5.0% | -11.7% | +6.7% | -4.1% |
| 3M | -4.9% | -0.5% | -4.4% | -5.5% |
| 6M | -1.5% | -12.9% | +11.3% | -1.1% |
| YTD | +8.5% | +67.1% | -58.6% | -1.9% |
| 1Y | +11.4% | +70.5% | -59.2% | +0.2% |
| 3Y | +70.1% | -10.4% | +80.5% | +60.6% |
| All | +70.1% | -13.8% | +83.8% | +60.6% |
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