+1,484.1%
VTR vs PTEN
+387.5%
+1,096.5%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -1.8% | +2.8% | -4.6% | -2.2% |
| 30D | +4.0% | +17.6% | -13.6% | +1.3% |
| 3M | +7.8% | +8.2% | -0.3% | +5.7% |
| 6M | +6.4% | +38.1% | -31.7% | -0.6% |
| YTD | +18.3% | +117.3% | -99.0% | +2.6% |
| 1Y | +33.9% | +146.1% | -112.1% | +13.0% |
| 3Y | +134.3% | -3.0% | +137.4% | +120.7% |
| 5Y | +90.3% | +93.5% | -3.2% | +50.2% |
| 10Y | +100.1% | -16.8% | +116.9% | +48.6% |
| All | +1,484.1% | +387.5% | +1,096.5% | +856.0% |
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 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