-85.9%
PTLO price history and return analytics
+64.3%
-150.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.8% |
| 7D | -6.8% | -2.0% | -4.8% | -4.4% |
| 30D | -9.1% | -1.4% | -7.7% | -7.3% |
| 3M | -2.1% | +4.7% | -6.9% | -8.2% |
| 6M | -18.7% | +11.4% | -30.0% | -30.6% |
| YTD | -9.7% | +13.1% | -22.7% | -24.6% |
| 1Y | -33.3% | +19.0% | -52.4% | -48.4% |
| 3Y | -76.0% | +73.9% | -149.9% | -89.1% |
| All | -85.9% | +64.3% | -150.2% | -91.7% |
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 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