+12.2%
PTA price history and return analytics
+123.8%
-111.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -1.6% | -0.1% | -1.5% | -1.6% |
| 30D | -4.1% | -0.7% | -3.5% | -3.9% |
| 3M | -4.0% | +4.0% | -8.0% | -5.7% |
| 6M | -0.9% | +12.3% | -13.2% | -6.0% |
| YTD | -1.3% | +14.0% | -15.3% | -7.1% |
| 1Y | -7.3% | +20.3% | -27.6% | -14.8% |
| 3Y | +26.1% | +75.4% | -49.4% | -2.1% |
| 5Y | +5.1% | +66.0% | -60.9% | -19.3% |
| All | +12.2% | +123.8% | -111.5% | -15.2% |
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