+112.4%
PTY price history and return analytics
+217.6%
-105.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.9% |
| 7D | +0.5% | -0.1% | +0.7% | +0.6% |
| 30D | +2.7% | -3.1% | +5.7% | +4.7% |
| 3M | -3.2% | -3.5% | +0.3% | -1.0% |
| 6M | -3.7% | +0.5% | -4.2% | -4.4% |
| YTD | -4.7% | +10.8% | -15.5% | -11.6% |
| 1Y | -8.3% | +11.9% | -20.2% | -15.5% |
| 3Y | +15.0% | +73.0% | -57.9% | -23.1% |
| 5Y | +3.7% | +58.6% | -54.9% | -26.7% |
| 10Y | +112.4% | +219.2% | -106.8% | -9.0% |
| All | +112.4% | +217.6% | -105.3% | -9.0% |
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