+84.9%
VUG vs PTEN
-3.1%
+88.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.7% |
| 7D | +0.1% | -1.7% | +1.8% | +0.2% |
| 30D | -1.7% | +18.6% | -20.3% | -3.6% |
| 3M | +2.8% | +12.5% | -9.6% | +1.1% |
| 6M | +13.6% | +41.9% | -28.3% | +7.2% |
| YTD | +8.1% | +117.8% | -109.7% | -5.1% |
| 1Y | +13.1% | +145.3% | -132.2% | -3.4% |
| All | +84.9% | -3.1% | +88.1% | +66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling