-98.3%
PTN price history and return analytics
+229.8%
-328.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.8% |
| 7D | -7.1% | -1.1% | -6.0% | -5.9% |
| 30D | +24.6% | -1.0% | +25.6% | +25.8% |
| 3M | -13.7% | +3.2% | -16.9% | -17.4% |
| 6M | -46.6% | +12.5% | -59.1% | -54.0% |
| YTD | -23.3% | +14.1% | -37.3% | -35.1% |
| 1Y | +37.4% | +18.9% | +18.5% | +9.3% |
| 3Y | -88.3% | +74.1% | -162.3% | -94.5% |
| 5Y | -98.1% | +66.9% | -164.9% | -99.0% |
| All | -98.3% | +229.8% | -328.1% | -99.6% |
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