-93.6%
PNBK vs VT
+221.8%
-315.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +3.6% | +2.4% | +1.2% | +2.2% |
| 30D | +1.2% | -1.5% | +2.7% | +2.3% |
| 3M | -21.6% | -4.1% | -17.5% | -19.5% |
| 6M | -17.9% | +0.6% | -18.5% | -18.0% |
| YTD | -52.2% | +11.0% | -63.2% | -54.8% |
| 1Y | -20.2% | +13.3% | -33.5% | -25.4% |
| 3Y | -84.6% | +73.4% | -158.0% | -88.4% |
| 5Y | -91.3% | +57.4% | -148.8% | -93.1% |
| All | -93.6% | +221.8% | -315.3% | -96.3% |
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