+96.8%
PTF price history and return analytics
+66.2%
+30.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +4.6% |
| 7D | +10.9% | +1.0% | +9.9% | +8.8% |
| 30D | -4.0% | -0.2% | -3.7% | -3.4% |
| 3M | -16.6% | +4.5% | -21.1% | -21.5% |
| 6M | +23.3% | +14.1% | +9.3% | +0.9% |
| YTD | +35.8% | +14.8% | +21.0% | +10.4% |
| 1Y | +48.4% | +21.2% | +27.3% | +11.4% |
| 3Y | +120.4% | +76.6% | +43.8% | -7.4% |
| 5Y | +96.8% | +66.6% | +30.2% | +0.7% |
| All | +96.8% | +66.2% | +30.6% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling