-78.2%
PTON price history and return analytics
+131.8%
-210.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.2% |
| 7D | +9.6% | -2.3% | +11.9% | +12.4% |
| 30D | +15.7% | -5.0% | +20.6% | +23.0% |
| 3M | +1.9% | -4.9% | +6.8% | +8.3% |
| 6M | +7.9% | -1.5% | +9.4% | +9.2% |
| YTD | -8.9% | +8.5% | -17.4% | -18.5% |
| 1Y | -16.4% | +11.4% | -27.8% | -27.7% |
| 3Y | +11.8% | +70.1% | -58.3% | -38.7% |
| 5Y | -89.9% | +53.7% | -143.6% | -94.1% |
| All | -78.2% | +131.8% | -210.0% | -89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling