+203.4%
PTC price history and return analytics
+221.4%
-18.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -4.9% |
| 7D | -12.8% | +1.0% | -13.8% | -13.8% |
| 30D | -9.8% | -0.2% | -9.5% | -9.5% |
| 3M | -2.1% | +4.5% | -6.6% | -7.6% |
| 6M | -18.1% | +14.1% | -32.2% | -30.7% |
| YTD | -23.5% | +14.8% | -38.3% | -35.9% |
| 1Y | -37.4% | +21.2% | -58.6% | -50.8% |
| 3Y | -7.2% | +76.6% | -83.8% | -53.4% |
| 5Y | +2.7% | +66.6% | -63.9% | -44.1% |
| 10Y | +203.4% | +222.3% | -18.9% | -23.2% |
| All | +203.4% | +221.4% | -18.0% | -23.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling