+365.6%
PNNT vs VT
+357.6%
+8.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -2.3% |
| 7D | +8.1% | +0.4% | +7.7% | +7.4% |
| 30D | +8.1% | -2.6% | +10.7% | +10.7% |
| 3M | -2.7% | -3.2% | +0.5% | +0.3% |
| 6M | -16.2% | +0.9% | -17.2% | -17.6% |
| YTD | -31.6% | +11.3% | -42.9% | -39.1% |
| 1Y | -34.4% | +14.0% | -48.4% | -43.1% |
| 3Y | -16.7% | +75.8% | -92.5% | -54.5% |
| 5Y | -1.4% | +57.8% | -59.3% | -41.0% |
| 10Y | +58.7% | +219.8% | -161.1% | -53.9% |
| All | +365.6% | +357.6% | +8.0% | +7.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling