+47.2%
VXUS vs PTEN
+37.5%
+9.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.7% | +0.6% |
| 7D | -0.5% | -2.2% | +1.6% | -0.3% |
| 30D | -1.2% | -8.0% | +6.8% | -0.7% |
| 3M | -3.8% | -5.0% | +1.2% | -3.8% |
| 6M | -1.7% | -10.6% | +9.0% | -1.4% |
| YTD | +11.4% | +75.5% | -64.1% | +2.2% |
| 1Y | +13.3% | +70.2% | -56.8% | +4.2% |
| 3Y | +70.0% | -3.7% | +73.7% | +62.7% |
| All | +47.2% | +37.5% | +9.7% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling