+14.1%
VUG vs PTC
-38.1%
+52.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.5% | +5.1% | +0.2% |
| 7D | +0.9% | -12.8% | +13.7% | +2.3% |
| 30D | -1.4% | -9.8% | +8.4% | -0.4% |
| 3M | +2.3% | -2.1% | +4.4% | +2.9% |
| 6M | +15.7% | -18.1% | +33.8% | +21.1% |
| YTD | +8.6% | -23.5% | +32.1% | +16.2% |
| 1Y | +14.1% | -37.4% | +51.4% | +28.5% |
| All | +14.1% | -38.1% | +52.1% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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