+490.8%
PTY price history and return analytics
+345.0%
+145.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | +1.1% |
| 7D | +2.0% | -4.2% | +6.2% | +4.8% |
| 30D | +2.1% | -5.8% | +7.9% | +6.0% |
| 3M | -3.6% | -5.2% | +1.7% | -0.3% |
| 6M | -4.5% | +0.1% | -4.6% | -4.9% |
| YTD | -5.9% | +8.2% | -14.1% | -11.1% |
| 1Y | -9.9% | +10.1% | -20.0% | -15.9% |
| 3Y | +10.5% | +69.7% | -59.2% | -23.2% |
| 5Y | +1.2% | +53.4% | -52.2% | -25.7% |
| 10Y | +110.4% | +219.2% | -108.8% | -5.4% |
| All | +490.8% | +345.0% | +145.8% | +94.7% |
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