+147.3%
VXUS vs PTEN
-15.6%
+162.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | -1.4% | +3.5% | -4.9% | -1.8% |
| 30D | -0.5% | +17.5% | -18.0% | -2.4% |
| 3M | +2.6% | +12.7% | -10.2% | +0.6% |
| 6M | +10.9% | +33.1% | -22.2% | +5.9% |
| YTD | +16.1% | +116.4% | -100.3% | +4.2% |
| 1Y | +22.3% | +141.2% | -118.9% | +7.8% |
| 3Y | +72.0% | -3.8% | +75.8% | +65.4% |
| 5Y | +54.1% | +92.7% | -38.6% | +30.6% |
| All | +147.3% | -15.6% | +162.9% | +92.0% |
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