+59.9%
VT vs PTEN
+33.9%
+26.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.5% | +0.7% |
| 7D | -0.7% | -2.2% | +1.5% | -0.5% |
| 30D | -1.7% | -8.0% | +6.3% | -1.1% |
| 3M | -2.3% | -5.0% | +2.7% | -2.3% |
| 6M | +1.5% | -10.6% | +12.2% | +1.8% |
| YTD | +12.0% | +75.5% | -63.5% | +1.7% |
| 1Y | +12.9% | +70.2% | -57.3% | +2.7% |
| 3Y | +74.9% | -3.7% | +78.6% | +66.2% |
| 5Y | +59.9% | +34.9% | +25.0% | +42.8% |
| All | +59.9% | +33.9% | +26.0% | +42.8% |
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