+7.0%
PTA price history and return analytics
+117.9%
-110.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -1.1% | +2.4% | -3.5% | -2.1% |
| 30D | +2.1% | -1.5% | +3.6% | +2.7% |
| 3M | -8.5% | -4.1% | -4.4% | -6.9% |
| 6M | -10.2% | +0.6% | -10.7% | -10.5% |
| YTD | -5.8% | +11.0% | -16.9% | -10.4% |
| 1Y | -6.7% | +13.3% | -20.0% | -12.0% |
| 3Y | +23.5% | +73.4% | -49.9% | -3.6% |
| 5Y | +1.8% | +57.4% | -55.7% | -20.9% |
| All | +7.0% | +117.9% | -110.9% | -18.2% |
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