-77.4%
PTON price history and return analytics
+136.7%
-214.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.7% |
| 7D | +9.4% | -0.1% | +9.6% | +9.3% |
| 30D | +13.5% | -3.1% | +16.5% | +17.7% |
| 3M | +5.4% | -3.5% | +8.9% | +10.1% |
| 6M | +2.1% | +0.5% | +1.6% | +1.0% |
| YTD | -5.7% | +10.8% | -16.5% | -17.8% |
| 1Y | -21.9% | +11.9% | -33.8% | -32.7% |
| 3Y | +28.3% | +73.0% | -44.7% | -31.1% |
| 5Y | -88.1% | +58.6% | -146.7% | -93.2% |
| All | -77.4% | +136.7% | -214.1% | -89.4% |
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