+111.9%
PTY price history and return analytics
+224.4%
-112.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.7% |
| 7D | -2.2% | -0.7% | -1.5% | -1.9% |
| 30D | +0.7% | -1.7% | +2.5% | +1.8% |
| 3M | -4.9% | -2.3% | -2.6% | -3.6% |
| 6M | -5.4% | +1.5% | -6.9% | -6.7% |
| YTD | -6.6% | +12.0% | -18.6% | -14.0% |
| 1Y | -10.3% | +12.9% | -23.2% | -17.8% |
| 3Y | +12.8% | +74.9% | -62.2% | -25.2% |
| 5Y | +2.7% | +59.9% | -57.2% | -27.8% |
| 10Y | +111.9% | +224.6% | -112.7% | -8.3% |
| All | +111.9% | +224.4% | -112.5% | -8.3% |
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