+1,055.7%
PTF price history and return analytics
+357.6%
+698.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +1.4% |
| 7D | -2.7% | +0.4% | -3.1% | -2.9% |
| 30D | -17.1% | -2.6% | -14.5% | -14.4% |
| 3M | -13.6% | -3.2% | -10.4% | -9.9% |
| 6M | -22.6% | +0.9% | -23.6% | -21.7% |
| YTD | +22.2% | +11.3% | +10.9% | +12.7% |
| 1Y | +18.6% | +14.0% | +4.6% | +7.2% |
| 3Y | +114.7% | +75.8% | +38.8% | +29.9% |
| 5Y | +53.3% | +57.8% | -4.5% | +6.5% |
| 10Y | +607.3% | +219.8% | +387.5% | +177.6% |
| All | +1,055.7% | +357.6% | +698.1% | +239.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling