-16.6%
PNI vs VT
+215.5%
-232.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | +1.7% | -2.3% | +4.0% | +2.4% |
| 30D | +11.0% | -5.0% | +16.0% | +12.6% |
| 3M | -2.0% | -4.9% | +2.9% | -0.6% |
| 6M | -3.7% | -1.5% | -2.2% | -3.4% |
| YTD | +0.5% | +8.5% | -8.0% | -2.1% |
| 1Y | +0.1% | +11.4% | -11.3% | -3.3% |
| 3Y | +20.1% | +70.1% | -50.0% | +1.2% |
| 5Y | -25.6% | +53.7% | -79.3% | -35.3% |
| All | -16.6% | +215.5% | -232.1% | -46.9% |
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