-97.1%
PN vs VT
+31.6%
-128.6%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.6% |
| 7D | +8.7% | -2.3% | +11.0% | +10.4% |
| 30D | -1.3% | -5.0% | +3.7% | +2.2% |
| 3M | -71.4% | -4.9% | -66.5% | -70.7% |
| 6M | -71.1% | -1.5% | -69.5% | -71.6% |
| YTD | -83.7% | +8.5% | -92.2% | -84.5% |
| 1Y | -81.3% | +11.4% | -92.7% | -82.6% |
| All | -97.1% | +31.6% | -128.6% | -97.6% |
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