-76.9%
PTON price history and return analytics
+137.8%
-214.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.6% | +3.5% | +2.7% |
| 7D | +12.3% | +0.4% | +11.9% | +11.4% |
| 30D | +16.2% | -2.6% | +18.8% | +19.8% |
| 3M | +4.8% | -3.2% | +8.0% | +9.0% |
| 6M | +4.6% | +0.9% | +3.6% | +2.8% |
| YTD | -3.4% | +11.3% | -14.7% | -16.3% |
| 1Y | -22.3% | +14.0% | -36.3% | -34.8% |
| 3Y | +33.4% | +75.8% | -42.4% | -29.7% |
| 5Y | -88.1% | +57.8% | -146.0% | -93.2% |
| All | -76.9% | +137.8% | -214.7% | -89.2% |
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