+54.3%
VXUS vs PTEN
+94.7%
-40.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -1.0% |
| 7D | +0.3% | -1.7% | +2.0% | +0.4% |
| 30D | +0.7% | +18.6% | -17.9% | -1.1% |
| 3M | +4.8% | +12.5% | -7.7% | +3.1% |
| 6M | +11.3% | +41.9% | -30.5% | +6.0% |
| YTD | +16.5% | +117.8% | -101.3% | +5.1% |
| 1Y | +24.3% | +145.3% | -121.0% | +10.1% |
| 3Y | +74.5% | -2.8% | +77.3% | +68.0% |
| 5Y | +54.3% | +93.4% | -39.1% | +33.9% |
| All | +54.3% | +94.7% | -40.3% | +33.9% |
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