+970.6%
PTIR price history and return analytics
+44.5%
+926.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | -2.0% |
| 7D | -8.3% | -1.1% | -7.2% | -4.1% |
| 30D | -7.3% | -1.0% | -6.3% | -2.8% |
| 3M | +39.9% | +3.2% | +36.7% | +26.4% |
| 6M | -5.6% | +12.5% | -18.1% | -42.5% |
| YTD | -36.6% | +14.1% | -50.6% | -64.0% |
| 1Y | -33.1% | +18.9% | -52.0% | -67.0% |
| All | +970.6% | +44.5% | +926.0% | +221.0% |
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