-85.9%
PTLO price history and return analytics
+65.7%
-151.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.4% | -6.2% |
| 7D | -8.7% | -0.1% | -8.5% | -8.5% |
| 30D | -8.3% | -0.7% | -7.6% | -7.3% |
| 3M | +3.8% | +4.0% | -0.2% | -1.9% |
| 6M | -18.0% | +12.3% | -30.3% | -30.8% |
| YTD | -9.5% | +14.0% | -23.5% | -25.3% |
| 1Y | -37.0% | +20.3% | -57.3% | -51.8% |
| 3Y | -75.9% | +75.4% | -151.3% | -89.2% |
| All | -85.9% | +65.7% | -151.6% | -91.8% |
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