-50.0%
VTRS vs PTEN
-15.6%
-34.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -2.2% | +3.5% | -5.7% | -2.7% |
| 30D | +3.3% | +17.5% | -14.2% | +0.5% |
| 3M | +2.0% | +12.7% | -10.7% | -0.8% |
| 6M | +19.9% | +33.1% | -13.1% | +12.2% |
| YTD | +35.7% | +116.4% | -80.7% | +16.3% |
| 1Y | +68.1% | +141.2% | -73.1% | +40.6% |
| 3Y | +87.1% | -3.8% | +90.9% | +77.0% |
| 5Y | +47.6% | +92.7% | -45.1% | +16.1% |
| All | -50.0% | -15.6% | -34.4% | -61.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling