+204.0%
VYM vs PTEN
-15.6%
+219.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -0.8% | +3.5% | -4.3% | -1.2% |
| 30D | -2.2% | +17.5% | -19.8% | -4.4% |
| 3M | +3.1% | +12.7% | -9.7% | +0.8% |
| 6M | +9.7% | +33.1% | -23.4% | +4.3% |
| YTD | +14.9% | +116.4% | -101.5% | +1.8% |
| 1Y | +17.6% | +141.2% | -123.6% | +2.2% |
| 3Y | +65.3% | -3.8% | +69.1% | +58.3% |
| 5Y | +78.7% | +92.7% | -14.0% | +49.5% |
| All | +204.0% | -15.6% | +219.6% | +132.1% |
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