+42.6%
PTLO price history and return analytics
+11.9%
+30.7%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | +2.3% | +2.4% | -0.1% | +2.6% |
| 30D | +45.7% | -1.5% | +47.2% | +45.3% |
| 3M | +35.1% | -4.1% | +39.2% | +36.2% |
| 6M | +68.1% | +0.6% | +67.5% | +65.2% |
| YTD | +49.6% | +11.0% | +38.5% | +33.8% |
| 1Y | +42.6% | +13.3% | +29.3% | +24.5% |
| All | +42.6% | +11.9% | +30.7% | +24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling