+228.7%
VTV vs PTEN
-15.6%
+244.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -1.1% | +3.5% | -4.6% | -1.6% |
| 30D | -1.0% | +17.5% | -18.6% | -3.3% |
| 3M | +4.6% | +12.7% | -8.1% | +2.3% |
| 6M | +13.5% | +33.1% | -19.6% | +7.7% |
| YTD | +18.5% | +116.4% | -97.9% | +4.8% |
| 1Y | +22.9% | +141.2% | -118.3% | +6.5% |
| 3Y | +67.8% | -3.8% | +71.6% | +60.6% |
| 5Y | +81.8% | +92.7% | -10.9% | +50.8% |
| All | +228.7% | -15.6% | +244.3% | +148.7% |
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