+954.2%
PTIR price history and return analytics
+43.3%
+910.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -1.1% |
| 7D | -17.9% | -2.0% | -15.9% | -10.9% |
| 30D | -12.8% | -1.4% | -11.3% | -7.0% |
| 3M | +39.2% | +4.7% | +34.5% | +18.0% |
| 6M | -6.6% | +11.4% | -17.9% | -40.7% |
| YTD | -37.6% | +13.1% | -50.6% | -63.3% |
| 1Y | -36.1% | +19.0% | -55.1% | -68.8% |
| All | +954.2% | +43.3% | +910.9% | +227.4% |
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 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