+59.4%
PATK price history and return analytics
+65.7%
-6.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -3.5% |
| 7D | -7.0% | -0.1% | -6.8% | -6.8% |
| 30D | -9.4% | -0.7% | -8.8% | -8.7% |
| 3M | -11.9% | +4.0% | -15.9% | -16.3% |
| 6M | -33.0% | +12.3% | -45.3% | -42.2% |
| YTD | -28.0% | +14.0% | -42.0% | -39.1% |
| 1Y | -29.9% | +20.3% | -50.2% | -44.8% |
| 3Y | +57.7% | +75.4% | -17.7% | -22.8% |
| 5Y | +59.4% | +66.0% | -6.6% | -18.1% |
| All | +59.4% | +65.7% | -6.3% | -18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling