+349.1%
VT vs PTEN
-60.9%
+410.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -2.3% | -25.5% | +23.2% | +3.0% |
| 30D | -5.0% | -11.7% | +6.7% | -3.2% |
| 3M | -4.9% | -0.5% | -4.4% | -5.7% |
| 6M | -1.5% | -12.9% | +11.3% | -0.8% |
| YTD | +8.5% | +67.1% | -58.6% | -5.0% |
| 1Y | +11.4% | +70.5% | -59.2% | -3.1% |
| 3Y | +70.1% | -10.4% | +80.5% | +60.8% |
| 5Y | +53.7% | +23.7% | +30.1% | +26.4% |
| 10Y | +220.0% | -42.7% | +262.6% | +145.9% |
| All | +349.1% | -60.9% | +410.0% | +125.2% |
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