+89.7%
VTRS vs PTEN
+79.8%
+9.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.4% | +10.9% | +1.1% |
| 7D | +2.4% | -15.5% | +17.9% | +1.7% |
| 30D | +9.1% | -7.8% | +16.9% | +8.9% |
| 3M | +9.4% | +6.4% | +3.0% | +10.1% |
| 6M | +28.3% | -11.9% | +40.2% | +29.6% |
| YTD | +58.0% | +79.4% | -21.4% | +30.9% |
| 1Y | +89.7% | +84.9% | +4.8% | +53.5% |
| All | +89.7% | +79.8% | +9.9% | +53.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling