+183.8%
VXUS vs PTEN
-26.0%
+209.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | +1.0% | +0.7% | +0.3% | +0.9% |
| 30D | +2.2% | +31.2% | -29.0% | -2.0% |
| 3M | +3.0% | +2.0% | +0.9% | +1.9% |
| 6M | +10.7% | +42.4% | -31.8% | +3.4% |
| YTD | +17.8% | +109.2% | -91.4% | +3.7% |
| 1Y | +27.6% | +122.3% | -94.7% | +10.6% |
| 3Y | +73.3% | -5.6% | +78.9% | +65.5% |
| 5Y | +54.3% | +86.5% | -32.2% | +25.5% |
| 10Y | +149.8% | -22.1% | +172.0% | +95.3% |
| All | +183.8% | -26.0% | +209.8% | +110.4% |
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 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