+56.3%
PNNT vs VT
+221.4%
-165.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.6% |
| 7D | -1.9% | +1.0% | -2.9% | -2.8% |
| 30D | +1.3% | -0.2% | +1.5% | +1.5% |
| 3M | +2.6% | +4.5% | -1.9% | -2.1% |
| 6M | -15.2% | +14.1% | -29.3% | -25.9% |
| YTD | -28.7% | +14.8% | -43.5% | -38.1% |
| 1Y | -38.3% | +21.2% | -59.5% | -49.4% |
| 3Y | -10.2% | +76.6% | -86.7% | -50.6% |
| 5Y | +12.1% | +66.6% | -54.5% | -35.2% |
| 10Y | +56.3% | +222.3% | -166.0% | -53.9% |
| All | +56.3% | +221.4% | -165.1% | -53.9% |
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