+52.7%
PNNT vs VT
+222.7%
-170.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | -0.3% | +2.9% | -3.2% | -3.1% |
| 30D | +4.9% | -2.5% | +7.4% | +7.2% |
| 3M | -8.8% | -3.3% | -5.5% | -6.1% |
| 6M | -13.2% | +1.5% | -14.8% | -15.1% |
| YTD | -33.6% | +11.4% | -45.0% | -40.8% |
| 1Y | -38.0% | +11.9% | -49.9% | -45.1% |
| 3Y | -20.5% | +73.9% | -94.4% | -55.9% |
| 5Y | -5.1% | +57.9% | -63.0% | -42.1% |
| All | +52.7% | +222.7% | -170.0% | -51.2% |
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