+3.6%
PNI vs VT
+21.4%
-17.8%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -1.2% | +1.0% | -2.2% | -1.4% |
| 30D | -3.2% | -0.2% | -3.0% | -3.1% |
| 3M | -3.5% | +4.5% | -8.0% | -4.5% |
| 6M | -2.2% | +14.1% | -16.3% | -5.7% |
| YTD | +0.3% | +14.8% | -14.4% | -3.4% |
| 1Y | +3.6% | +21.2% | -17.6% | -2.8% |
| All | +3.6% | +21.4% | -17.8% | -2.8% |
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