+66.6%
VT vs PTEN
+90.4%
-23.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +0.4% | +0.7% | -0.3% | +0.3% |
| 30D | +1.0% | +31.2% | -30.3% | -2.3% |
| 3M | +2.4% | +2.0% | +0.4% | +1.7% |
| 6M | +12.0% | +42.4% | -30.4% | +5.9% |
| YTD | +15.3% | +109.2% | -93.9% | +3.2% |
| 1Y | +22.6% | +122.3% | -99.7% | +8.3% |
| 3Y | +74.7% | -5.6% | +80.2% | +67.2% |
| All | +66.6% | +90.4% | -23.8% | +43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling