+129.7%
VTR vs PTEN
-3.7%
+133.4%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -0.3% | +3.5% | -3.8% | -0.3% |
| 30D | +1.1% | +17.5% | -16.4% | +1.0% |
| 3M | +7.9% | +12.7% | -4.8% | +7.9% |
| 6M | +6.2% | +33.1% | -26.9% | +5.6% |
| YTD | +17.7% | +116.4% | -98.7% | +15.6% |
| 1Y | +32.9% | +141.2% | -108.3% | +29.8% |
| 3Y | +129.7% | -3.8% | +133.5% | +139.0% |
| All | +129.7% | -3.7% | +133.4% | +139.0% |
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