+207.9%
PATK price history and return analytics
+226.9%
-19.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -1.5% |
| 7D | -8.2% | -2.0% | -6.3% | -5.3% |
| 30D | -13.9% | -1.4% | -12.5% | -11.9% |
| 3M | -10.0% | +4.7% | -14.7% | -16.8% |
| 6M | -34.6% | +11.4% | -46.0% | -45.2% |
| YTD | -30.0% | +13.1% | -43.0% | -42.8% |
| 1Y | -31.7% | +19.0% | -50.7% | -48.8% |
| 3Y | +53.3% | +73.9% | -20.6% | -38.0% |
| 5Y | +56.7% | +65.4% | -8.7% | -30.8% |
| All | +207.9% | +226.9% | -19.0% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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