+948.7%
VTI vs PTEN
+50.5%
+898.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.7% | -0.9% |
| 7D | -0.4% | -1.7% | +1.3% | -0.1% |
| 30D | -1.6% | +18.6% | -20.2% | -4.7% |
| 3M | +3.6% | +12.5% | -8.9% | +0.4% |
| 6M | +13.0% | +41.9% | -28.8% | +4.1% |
| YTD | +12.7% | +117.8% | -105.1% | -4.5% |
| 1Y | +18.4% | +145.3% | -126.9% | -2.5% |
| 3Y | +76.4% | -2.8% | +79.2% | +66.0% |
| 5Y | +73.7% | +93.4% | -19.7% | +34.4% |
| 10Y | +302.5% | -16.6% | +319.1% | +194.5% |
| All | +948.7% | +50.5% | +898.2% | +387.8% |
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 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