-80.4%
PTON price history and return analytics
+145.2%
-225.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -6.0% |
| 7D | -1.0% | +1.0% | -2.0% | -2.2% |
| 30D | -11.3% | -0.2% | -11.0% | -10.9% |
| 3M | -11.0% | +4.5% | -15.5% | -16.1% |
| 6M | +31.6% | +14.1% | +17.5% | +10.2% |
| YTD | -18.2% | +14.8% | -32.9% | -31.6% |
| 1Y | -37.8% | +21.2% | -59.0% | -51.4% |
| 3Y | -7.5% | +76.6% | -84.1% | -51.4% |
| 5Y | -94.8% | +66.6% | -161.4% | -97.2% |
| All | -80.4% | +145.2% | -225.6% | -91.2% |
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