-97.4%
PTLE price history and return analytics
+34.1%
-131.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | -9.2% | -0.1% | -9.1% | -9.2% |
| 30D | +24.3% | -3.1% | +27.4% | +26.3% |
| 3M | -14.2% | -3.5% | -10.7% | -12.7% |
| 6M | +56.0% | +0.5% | +55.5% | +54.4% |
| YTD | +7.2% | +10.8% | -3.5% | -2.0% |
| 1Y | -52.3% | +11.9% | -64.2% | -56.4% |
| All | -97.4% | +34.1% | -131.4% | -96.9% |
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