+165.8%
VXUS vs PTEN
-34.6%
+200.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.4% |
| 7D | +2.1% | +10.6% | -8.5% | +0.7% |
| 30D | -1.1% | -4.9% | +3.8% | -0.8% |
| 3M | -5.6% | +1.4% | -7.1% | -6.4% |
| 6M | -2.3% | -7.0% | +4.8% | -2.5% |
| YTD | +10.4% | +84.8% | -74.4% | -1.7% |
| 1Y | +13.1% | +95.7% | -82.6% | -0.2% |
| 3Y | +68.0% | +2.0% | +66.0% | +58.0% |
| 5Y | +45.8% | +48.0% | -2.1% | +22.8% |
| 10Y | +144.7% | -38.3% | +183.0% | +99.5% |
| All | +165.8% | -34.6% | +200.4% | +99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling