-93.8%
PTN price history and return analytics
+74.0%
-167.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -4.9% | -5.0% |
| 7D | -0.6% | +2.4% | -3.0% | -1.8% |
| 30D | -16.0% | -1.5% | -14.5% | -15.2% |
| 3M | -37.7% | -4.1% | -33.6% | -36.4% |
| 6M | -62.4% | +0.6% | -62.9% | -62.4% |
| YTD | -59.5% | +11.0% | -70.5% | -61.4% |
| 1Y | -42.3% | +13.3% | -55.7% | -46.0% |
| 3Y | -93.8% | +73.4% | -167.2% | -95.9% |
| All | -93.8% | +74.0% | -167.8% | -95.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling