+75.7%
VTI vs PTEN
-3.7%
+79.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -0.9% | +3.5% | -4.4% | -1.3% |
| 30D | -1.4% | +17.5% | -19.0% | -3.4% |
| 3M | +3.6% | +12.7% | -9.1% | +1.8% |
| 6M | +13.6% | +33.1% | -19.5% | +7.9% |
| YTD | +12.9% | +116.4% | -103.5% | -1.4% |
| 1Y | +17.2% | +141.2% | -124.0% | -0.3% |
| 3Y | +75.7% | -3.8% | +79.5% | +60.8% |
| All | +75.7% | -3.7% | +79.4% | +60.8% |
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 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