+22.2%
PNFP vs VT
+13.3%
+8.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +3.2% | -1.6% | +4.8% | +4.2% |
| 30D | +7.1% | -2.5% | +9.6% | +8.8% |
| 3M | -3.9% | -1.3% | -2.6% | -3.1% |
| 6M | +4.8% | +3.1% | +1.7% | +1.9% |
| YTD | +9.5% | +10.9% | -1.5% | 0.0% |
| All | +22.2% | +13.3% | +8.9% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling