+55.3%
PNNT vs VT
+217.6%
-162.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.1% |
| 7D | +9.1% | -0.1% | +9.2% | +9.0% |
| 30D | +8.7% | -3.1% | +11.8% | +11.8% |
| 3M | -2.6% | -3.5% | +0.9% | +0.5% |
| 6M | -15.7% | +0.5% | -16.2% | -16.7% |
| YTD | -31.1% | +10.8% | -41.9% | -38.3% |
| 1Y | -35.4% | +11.9% | -47.3% | -42.8% |
| 3Y | -17.6% | +73.0% | -90.6% | -54.0% |
| 5Y | -0.9% | +58.6% | -59.5% | -39.9% |
| 10Y | +55.3% | +219.2% | -163.9% | -50.1% |
| All | +55.3% | +217.6% | -162.4% | -50.1% |
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