-99.1%
PETZ price history and return analytics
+164.3%
-263.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.0% |
| 7D | -9.0% | -0.1% | -8.9% | -9.0% |
| 30D | -13.5% | -3.1% | -10.4% | -11.3% |
| 3M | -35.5% | -3.5% | -32.0% | -33.7% |
| 6M | +12.4% | +0.5% | +11.9% | +11.1% |
| YTD | +19.8% | +10.8% | +9.0% | +8.4% |
| 1Y | +3.8% | +11.9% | -8.1% | -7.1% |
| 3Y | -19.9% | +73.0% | -92.8% | -52.6% |
| 5Y | -99.1% | +58.6% | -157.7% | -99.4% |
| All | -99.1% | +164.3% | -263.5% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling