-98.0%
PTN price history and return analytics
+63.7%
-161.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.7% | -1.7% |
| 7D | -8.1% | -2.0% | -6.1% | -6.2% |
| 30D | +62.2% | -1.4% | +63.6% | +64.5% |
| 3M | -11.9% | +4.7% | -16.6% | -16.6% |
| 6M | -46.5% | +11.4% | -57.8% | -52.7% |
| YTD | -21.8% | +13.1% | -34.9% | -32.3% |
| 1Y | +37.4% | +19.0% | +18.3% | +10.6% |
| 3Y | -88.4% | +73.9% | -162.4% | -94.7% |
| 5Y | -98.0% | +65.4% | -163.4% | -98.9% |
| All | -98.0% | +63.7% | -161.7% | -98.9% |
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 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