-16.9%
PTEN price history and return analytics
+229.8%
-246.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.8% |
| 7D | +3.5% | -1.1% | +4.6% | +5.2% |
| 30D | +17.5% | -1.0% | +18.5% | +19.1% |
| 3M | +12.7% | +3.2% | +9.6% | +5.9% |
| 6M | +33.1% | +12.5% | +20.6% | +4.3% |
| YTD | +116.4% | +14.1% | +102.4% | +65.2% |
| 1Y | +141.2% | +18.9% | +122.3% | +71.7% |
| 3Y | -3.8% | +74.1% | -77.9% | -63.3% |
| 5Y | +92.7% | +66.9% | +25.8% | -19.7% |
| All | -16.9% | +229.8% | -246.6% | -85.4% |
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