-21.0%
PNNT vs VT
+74.0%
-95.1%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.7% |
| 7D | -3.6% | +2.4% | -6.0% | -5.2% |
| 30D | +4.9% | -1.5% | +6.4% | +5.8% |
| 3M | -9.7% | -4.1% | -5.6% | -7.1% |
| 6M | -14.2% | +0.6% | -14.8% | -14.9% |
| YTD | -34.2% | +11.0% | -45.3% | -39.6% |
| 1Y | -37.9% | +13.3% | -51.2% | -43.8% |
| 3Y | -21.0% | +73.4% | -94.4% | -46.9% |
| All | -21.0% | +74.0% | -95.1% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling