+110.9%
PTF price history and return analytics
+74.0%
+36.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.3% |
| 7D | +5.1% | +2.4% | +2.8% | +0.2% |
| 30D | -10.6% | -1.5% | -9.1% | -7.4% |
| 3M | -15.1% | -4.1% | -11.0% | -6.6% |
| 6M | -23.0% | +0.6% | -23.5% | -21.4% |
| YTD | +23.3% | +11.0% | +12.2% | +5.3% |
| 1Y | +27.2% | +13.3% | +13.8% | +5.0% |
| 3Y | +110.9% | +73.4% | +37.5% | -16.1% |
| All | +110.9% | +74.0% | +36.9% | -16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling